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 New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 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.