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Meridian Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

Meridian Wealth 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
Q1 		– Sell
-5,755
Closed -$244K – 256
2018
Q4 		$244K Buy
+5,755
New +$262K 0.19% 106

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Meridian Wealth Advisors's IOO Position: Q1 2019 in Review

Meridian Wealth Advisors sold out of iShares Global 100 ETF (IOO) in Q1 2019, closing a stake of 5,755 shares — an estimated $244K sold.

Meridian Wealth Advisors first reported a position in IOO in Q4 2018 and held it in 1 quarter. The position peaked at $244K in Q4 2018. 126 funds tracked by Wall St. Rank hold IOO as of Q1 2019.

  • Meridian Wealth Advisors reported no remaining iShares Global 100 ETF position as of Q1 2019 after selling out during the quarter.
  • Meridian Wealth Advisors sold 5,755 iShares Global 100 ETF shares in Q1 2019, an estimated $244K.
  • Meridian Wealth Advisors first reported a position in iShares Global 100 ETF in Q4 2018 and held it in 1 quarter.
  • Meridian Wealth Advisors's iShares Global 100 ETF position peaked at $244K in Q4 2018.
  • 126 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2019.

Based on Meridian Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.