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MY Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

MY Wealth Management’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
2023
Q1 		– Sell
-65,749
Closed -$4.21M – 28
2022
Q4 		$4.21M Buy
65,749
+11,537
+21% +$740K 6.42% 7
2022
Q3 		$3.23M Buy
54,212
+532
+1% +$35.3K 3.46% 10
2022
Q2 		$3.44M Sell
53,680
-403
-0.7% -$28K 3.71% 12
2022
Q1 		$4.11M Sell
54,083
-5,720
-10% -$429K 3.81% 12
2021
Q4 		$4.67M Buy
+59,803
New +$4.53M 4.1% 11

Other funds holding IOO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

MY Wealth Management's IOO Position: Q1 2023 in Review

MY Wealth Management sold out of iShares Global 100 ETF (IOO) in Q1 2023, closing a stake of 65,749 shares — an estimated $4.21M sold.

MY Wealth Management first reported a position in IOO in Q4 2021 and held it in 5 quarters. The position peaked at $4.67M in Q4 2021. 212 funds tracked by Wall St. Rank hold IOO as of Q1 2023.

  • MY Wealth Management reported no remaining iShares Global 100 ETF position as of Q1 2023 after selling out during the quarter.
  • MY Wealth Management sold 65,749 iShares Global 100 ETF shares in Q1 2023, an estimated $4.21M.
  • MY Wealth Management first reported a position in iShares Global 100 ETF in Q4 2021 and held it in 5 quarters.
  • MY Wealth Management's iShares Global 100 ETF position peaked at $4.67M in Q4 2021.
  • 212 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2023.

Based on MY Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.