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Okabena Investment Services’s iShares Global 100 ETF IOO Stock Holding History

Okabena Investment Services’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
Q2 		– Sell
-2,500
Closed -$241K – 133
2025
Q1 		$241K Buy
+2,500
New +$253K 0.06% 121

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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Okabena Investment Services's IOO Position: Q2 2025 in Review

Okabena Investment Services sold out of iShares Global 100 ETF (IOO) in Q2 2025, closing a stake of 2,500 shares — an estimated $241K sold.

Okabena Investment Services first reported a position in IOO in Q1 2025 and held it in 1 quarter. The position peaked at $241K in Q1 2025. 323 funds tracked by Wall St. Rank hold IOO as of Q2 2025.

  • Okabena Investment Services reported no remaining iShares Global 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Okabena Investment Services sold 2,500 iShares Global 100 ETF shares in Q2 2025, an estimated $241K.
  • Okabena Investment Services first reported a position in iShares Global 100 ETF in Q1 2025 and held it in 1 quarter.
  • Okabena Investment Services's iShares Global 100 ETF position peaked at $241K in Q1 2025.
  • 323 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2025.

Based on Okabena Investment Services's 13F filing for Q2 2025, filed 13 Aug 2025.