KAS
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KPP Advisory Services’s iShares Global 100 ETF IOO Stock Holding History

KPP Advisory Services’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
Q1 		$1.07M Buy
8,846
+94
+1% +$11.9K 0.16% 131
2025
Q4 		$1.11M Sell
8,752
-299
-3% -$37.2K 0.16% 125
2025
Q3 		$1.09M Sell
9,051
-155
-2% -$17.6K 0.16% 127
2025
Q2 		$993K Sell
9,206
-735
-7% -$73K 0.16% 125
2025
Q1 		$957K Buy
9,941
+687
+7% +$69.4K 0.18% 119
2024
Q4 		$933K Sell
9,254
-384
-4% -$38.6K 0.22% 94
2024
Q3 		$956K Sell
9,638
-382
-4% -$36.9K 0.23% 93
2024
Q2 		$968K Buy
10,020
+941
+10% +$86.3K 0.26% 84
2024
Q1 		$812K Buy
+9,079
New +$770K 0.22% 85
2023
Q4 		– Sell
-8,651
Closed -$634K – 171
2023
Q3 		$634K Buy
+8,651
New +$656K 0.21% 91

Other funds holding IOO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return