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

Optimum 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
2019
Q3 		– Sell
-200
Closed -$10K – 1007
2019
Q2 		$10K Hold
200
– – ﹤0.01% 784
2019
Q1 		$10K Hold
200
– – ﹤0.01% 810
2018
Q4 		$8K Hold
200
– – ﹤0.01% 790
2018
Q3 		$10K Hold
200
– – ﹤0.01% 840
2018
Q2 		$9K Hold
200
– – ﹤0.01% 855
2018
Q1 		$9K Buy
+200
New +$9.41K ﹤0.01% 832

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Optimum Investment Advisors's IOO Position: Q3 2019 in Review

Optimum Investment Advisors sold out of iShares Global 100 ETF (IOO) in Q3 2019, closing a stake of 200 shares — an estimated $10K sold.

Optimum Investment Advisors first reported a position in IOO in Q1 2018 and held it in 6 quarters. The position peaked at $10K in Q2 2019. 128 funds tracked by Wall St. Rank hold IOO as of Q3 2019.

  • Optimum Investment Advisors reported no remaining iShares Global 100 ETF position as of Q3 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 200 iShares Global 100 ETF shares in Q3 2019, an estimated $10K.
  • Optimum Investment Advisors first reported a position in iShares Global 100 ETF in Q1 2018 and held it in 6 quarters.
  • Optimum Investment Advisors's iShares Global 100 ETF position peaked at $10K in Q2 2019.
  • 128 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2019.

Based on Optimum Investment Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.