Palisade Asset Management’s iShares Global 100 ETF IOO Stock Holding History

Palisade Asset Management’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	$440K	Hold	3,220	–	–	0.04%	164
2026 Q1	$390K	Hold	3,220	–	–	0.04%	163
2025 Q4	$408K	Hold	3,220	–	–	0.04%	156
2025 Q3	$386K	Hold	3,220	–	–	0.04%	161
2025 Q2	$347K	Hold	3,220	–	–	0.03%	166
2025 Q1	$310K	Hold	3,220	–	–	0.03%	169
2024 Q4	$324K	Hold	3,220	–	–	0.03%	165
2024 Q3	$319K	Hold	3,220	–	–	0.03%	170
2024 Q2	$311K	Hold	3,220	–	–	0.03%	172
2024 Q1	$288K	Hold	3,220	–	–	0.03%	178
2023 Q4	$259K	Hold	3,220	–	–	0.03%	184
2023 Q3	$236K	Hold	3,220	–	–	0.03%	174
2023 Q2	$245K	Hold	3,220	–	–	0.03%	173
2023 Q1	$226K	Hold	3,220	–	–	0.03%	173
2022 Q4	$206K	Buy	+3,220	New	+$207K	0.02%	184
2022 Q3	–	Sell	-3,220	Closed	-$206K	–	177
2022 Q2	$206K	Hold	3,220	–	–	0.03%	172
2022 Q1	$245K	Hold	3,220	–	–	0.03%	173
2021 Q4	$251K	Hold	3,220	–	–	0.03%	176
2021 Q3	$229K	Hold	3,220	–	–	0.03%	176
2021 Q2	$229K	Hold	3,220	–	–	0.03%	173
2021 Q1	$213K	Hold	3,220	–	–	0.03%	171
2020 Q4	$203K	Buy	+3,220	New	+$191K	0.03%	177

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Palisade Asset Management's IOO Position: Q2 2026 in Review

Palisade Asset Management held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 3,220 shares worth $440K. The position accounts for 0.04% of the portfolio, ranked #164.

Palisade Asset Management first reported a position in IOO in Q4 2020 and has held it in 22 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Palisade Asset Management held 3,220 shares of iShares Global 100 ETF worth $440K as of Q2 2026.
Palisade Asset Management left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.04% of Palisade Asset Management's portfolio in Q2 2026, its #164 holding.
Palisade Asset Management first reported a position in iShares Global 100 ETF in Q4 2020 and has held it in 22 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Palisade Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.