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Klingman & Associates’s iShares Global 100 ETF IOO Stock Holding History

Klingman & Associates’s Portfolio IOO Stock Details IOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$475K Hold
3,475
– – 0.02% 209
2026
Q1 		$420K Hold
3,475
– – 0.02% 213
2025
Q4 		$440K Hold
3,475
– – 0.02% 205
2025
Q3 		$417K Buy
+3,475
New +$396K 0.02% 214

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Klingman & Associates's IOO Position: Q2 2026 in Review

Klingman & Associates held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 3,475 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #209.

Klingman & Associates first reported a position in IOO in Q3 2025 and has held it in 4 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Klingman & Associates held 3,475 shares of iShares Global 100 ETF worth $475K as of Q2 2026.
  • Klingman & Associates left its iShares Global 100 ETF share count unchanged in Q2 2026.
  • iShares Global 100 ETF made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #209 holding.
  • Klingman & Associates first reported a position in iShares Global 100 ETF in Q3 2025 and has held it in 4 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.