OIA
IOO icon

OneDigital Investment Advisors’s iShares Global 100 ETF IOO Stock Holding History

OneDigital Investment Advisors’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
2024
Q4 		– Sell
-2,922
Closed -$290K – 1462
2024
Q3 		$290K Buy
+2,922
New +$282K ﹤0.01% 1175

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
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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OneDigital Investment Advisors's IOO Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of iShares Global 100 ETF (IOO) in Q4 2024, closing a stake of 2,922 shares — an estimated $290K sold.

OneDigital Investment Advisors first reported a position in IOO in Q3 2024 and held it in 1 quarter. The position peaked at $290K in Q3 2024. 308 funds tracked by Wall St. Rank hold IOO as of Q4 2024.

  • OneDigital Investment Advisors reported no remaining iShares Global 100 ETF position as of Q4 2024 after selling out during the quarter.
  • OneDigital Investment Advisors sold 2,922 iShares Global 100 ETF shares in Q4 2024, an estimated $290K.
  • OneDigital Investment Advisors first reported a position in iShares Global 100 ETF in Q3 2024 and held it in 1 quarter.
  • OneDigital Investment Advisors's iShares Global 100 ETF position peaked at $290K in Q3 2024.
  • 308 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.