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Matthew Hamilton Rosenberg’s iShares Global 100 ETF IOO Stock Holding History

Matthew Hamilton Rosenberg’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 		$96.2K Hold
704
– – 0.02% 351
2026
Q1 		$85.2K Hold
704
– – 0.02% 351
2025
Q4 		$89.2K Hold
704
– – 0.02% 344
2025
Q3 		$84.5K Hold
704
– – 0.02% 357
2025
Q2 		$75.9K Buy
+704
New +$69.9K 0.02% 384

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

Matthew Hamilton Rosenberg's IOO Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 704 shares worth $96.2K. The position accounts for 0.02% of the portfolio, ranked #351.

Matthew Hamilton Rosenberg first reported a position in IOO in Q2 2025 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Matthew Hamilton Rosenberg held 704 shares of iShares Global 100 ETF worth $96.2K as of Q2 2026.
  • Matthew Hamilton Rosenberg left its iShares Global 100 ETF share count unchanged in Q2 2026.
  • iShares Global 100 ETF made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #351 holding.
  • Matthew Hamilton Rosenberg first reported a position in iShares Global 100 ETF in Q2 2025 and has held it in 5 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.