Olistico Wealth’s iShares Global 100 ETF IOO Stock Holding History

Olistico Wealth’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
2026 Q2	$37.7K	Hold	276	–	–	0.02%	179
2026 Q1	$33.4K	Hold	276	–	–	0.02%	189
2025 Q4	$35K	Buy	+276	New	+$34.3K	0.02%	180
2025 Q3	–	Sell	-276	Closed	-$29.8K	–	209
2025 Q2	$29.8K	Hold	276	–	–	0.02%	201
2025 Q1	$26.6K	Hold	276	–	–	0.02%	197
2024 Q4	$27.8K	Hold	276	–	–	0.02%	192
2024 Q3	$27.4K	Hold	276	–	–	0.02%	194
2024 Q2	$26.7K	Buy	+276	New	+$25.3K	0.02%	196

Other funds holding IOO

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Green Ridge Wealth Planning Montville, New Jersey $238M AUM

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Arcadia Investment Advisors Eagle, Idaho $237M AUM 18.85% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return