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Marco Investment Management’s iShares Global 100 ETF IOO Stock Holding History

Marco Investment Management’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 		$242K Hold
2,000
– – 0.02% 209
2025
Q4 		$253K Hold
2,000
– – 0.02% 195
2025
Q3 		$240K Hold
2,000
– – 0.02% 197
2025
Q2 		$216K Buy
+2,000
New +$199K 0.02% 207
2025
Q1 		– Sell
-2,000
Closed -$202K – 219
2024
Q4 		$202K Buy
+2,000
New +$201K 0.02% 217

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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 $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marco Investment Management's IOO Position: Q1 2026 in Review

Marco Investment Management held its iShares Global 100 ETF (IOO) position steady in Q1 2026 at 2,000 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #209.

Marco Investment Management first reported a position in IOO in Q4 2024 and has held it in 5 quarters since. The position peaked at $253K in Q4 2025. 356 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Marco Investment Management held 2,000 shares of iShares Global 100 ETF worth $242K as of Q1 2026.
  • Marco Investment Management left its iShares Global 100 ETF share count unchanged in Q1 2026.
  • iShares Global 100 ETF made up 0.02% of Marco Investment Management's portfolio in Q1 2026, its #209 holding.
  • Marco Investment Management first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 5 quarters since.
  • Marco Investment Management's iShares Global 100 ETF position peaked at $253K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.