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

Moser 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
2020
Q2 		– Sell
-633
Closed -$28K – 120
2020
Q1 		$28K Hold
633
– – 0.03% 86
2019
Q4 		$34K Buy
+633
New +$32.6K 0.03% 100

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Moser Wealth Advisors's IOO Position: Q2 2020 in Review

Moser Wealth Advisors sold out of iShares Global 100 ETF (IOO) in Q2 2020, closing a stake of 633 shares — an estimated $28K sold.

Moser Wealth Advisors first reported a position in IOO in Q4 2019 and held it in 2 quarters. The position peaked at $34K in Q4 2019. 140 funds tracked by Wall St. Rank hold IOO as of Q2 2020.

  • Moser Wealth Advisors reported no remaining iShares Global 100 ETF position as of Q2 2020 after selling out during the quarter.
  • Moser Wealth Advisors sold 633 iShares Global 100 ETF shares in Q2 2020, an estimated $28K.
  • Moser Wealth Advisors first reported a position in iShares Global 100 ETF in Q4 2019 and held it in 2 quarters.
  • Moser Wealth Advisors's iShares Global 100 ETF position peaked at $34K in Q4 2019.
  • 140 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2020.

Based on Moser Wealth Advisors's 13F filing for Q2 2020, filed 22 Jul 2020.