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Milestone Wealth’s iShares Global 100 ETF IOO Stock Holding History

Milestone Wealth’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
2022
Q3 		$3K Hold
45
– – ﹤0.01% 219
2022
Q2 		$3K Hold
45
– – ﹤0.01% 216
2022
Q1 		$4K Hold
45
– – ﹤0.01% 238
2021
Q4 		$4K Buy
+45
New +$3.41K ﹤0.01% 238

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Milestone Wealth's IOO Position: Q3 2022 in Review

Milestone Wealth held its iShares Global 100 ETF (IOO) position steady in Q3 2022 at 45 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #219.

Milestone Wealth first reported a position in IOO in Q4 2021 and has held it in 4 quarters since. The position peaked at $4K in Q1 2022. 190 funds tracked by Wall St. Rank hold IOO as of Q3 2022.

  • Milestone Wealth held 45 shares of iShares Global 100 ETF worth $3K as of Q3 2022.
  • Milestone Wealth left its iShares Global 100 ETF share count unchanged in Q3 2022.
  • iShares Global 100 ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #219 holding.
  • Milestone Wealth first reported a position in iShares Global 100 ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares Global 100 ETF position peaked at $4K in Q1 2022.
  • 190 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.