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Legacy Advisors’s iShares Global 100 ETF IOO Stock Holding History

Legacy Advisors’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
2019
Q3 		– Sell
-308
Closed -$15K – 212
2019
Q2 		$15K Hold
308
– – 0.01% 280
2019
Q1 		$15K Buy
+308
New +$14K ﹤0.01% 303
2018
Q4 		– Sell
-308
Closed -$15K – 241
2018
Q3 		$15K Hold
308
– – 0.01% 314
2018
Q2 		$14K Hold
308
– – 0.01% 280
2018
Q1 		$14K Hold
308
– – 0.01% 234
2017
Q4 		$14K Hold
308
– – 0.01% 220
2017
Q3 		$13K Hold
308
– – 0.01% 195
2017
Q2 		$12K Hold
308
– – 0.02% 155
2017
Q1 		$12K Hold
308
– – 0.02% 147
2016
Q4 		$11K Buy
+308
New +$11.6K 0.02% 168

Other funds holding IOO

BlackRock
BlackRock New York $5.72T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Legacy Advisors's IOO Position: Q3 2019 in Review

Legacy Advisors sold out of iShares Global 100 ETF (IOO) in Q3 2019, closing a stake of 308 shares — an estimated $15K sold.

Legacy Advisors first reported a position in IOO in Q4 2016 and held it in 10 quarters. The position peaked at $15K in Q2 2019. 128 funds tracked by Wall St. Rank hold IOO as of Q3 2019.

  • Legacy Advisors reported no remaining iShares Global 100 ETF position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 308 iShares Global 100 ETF shares in Q3 2019, an estimated $15K.
  • Legacy Advisors first reported a position in iShares Global 100 ETF in Q4 2016 and held it in 10 quarters.
  • Legacy Advisors's iShares Global 100 ETF position peaked at $15K in Q2 2019.
  • 128 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.