One Charles Private Wealth Services’s iShares Global 100 ETF IOO Stock Holding History

One Charles Private Wealth 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
2026 Q2	$417K	Buy	+3,056	New	+$416K	0.1%	109

Other funds holding IOO

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

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

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

One Charles Private Wealth Services's IOO Position: Q2 2026 in Review

One Charles Private Wealth Services opened a new position in iShares Global 100 ETF (IOO) in Q2 2026: 3,056 shares worth $417K. The stake represents 0.1% of the portfolio and ranks #109 among its holdings.

59 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

One Charles Private Wealth Services held 3,056 shares of iShares Global 100 ETF worth $417K as of Q2 2026.
iShares Global 100 ETF was a new One Charles Private Wealth Services position in Q2 2026.
iShares Global 100 ETF made up 0.1% of One Charles Private Wealth Services's portfolio in Q2 2026, its #109 holding.
59 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.