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Northstar Financial Companies’s iShares Global 100 ETF IOO Stock Holding History

Northstar Financial Companies’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
2025
Q1 		– Sell
-2,093
Closed -$211K – 108
2024
Q4 		$211K Buy
+2,093
New +$210K 0.2% 101

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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Northstar Financial Companies's IOO Position: Q1 2025 in Review

Northstar Financial Companies sold out of iShares Global 100 ETF (IOO) in Q1 2025, closing a stake of 2,093 shares — an estimated $211K sold.

Northstar Financial Companies first reported a position in IOO in Q4 2024 and held it in 1 quarter. The position peaked at $211K in Q4 2024. 322 funds tracked by Wall St. Rank hold IOO as of Q1 2025.

  • Northstar Financial Companies reported no remaining iShares Global 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Northstar Financial Companies sold 2,093 iShares Global 100 ETF shares in Q1 2025, an estimated $211K.
  • Northstar Financial Companies first reported a position in iShares Global 100 ETF in Q4 2024 and held it in 1 quarter.
  • Northstar Financial Companies's iShares Global 100 ETF position peaked at $211K in Q4 2024.
  • 322 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2025.

Based on Northstar Financial Companies's 13F filing for Q1 2025, filed 14 May 2025.