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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
Q2 		$273K Hold
2,000
– – 0.02% 202
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 $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

Marco Investment Management's IOO Position: Q2 2026 in Review

Marco Investment Management held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 2,000 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #202.

Marco Investment Management first reported a position in IOO in Q4 2024 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Marco Investment Management held 2,000 shares of iShares Global 100 ETF worth $273K as of Q2 2026.
  • Marco Investment Management left its iShares Global 100 ETF share count unchanged in Q2 2026.
  • iShares Global 100 ETF made up 0.02% of Marco Investment Management's portfolio in Q2 2026, its #202 holding.
  • Marco Investment Management first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 6 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Marco Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.