Pathstone Family Office’s iShares Global 100 ETF IOO Stock Holding History

Pathstone Family Office’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
2023 Q3	$231K	Buy	+3,153	New	+$239K	﹤0.01%	1428

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

ONB

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Pathstone Family Office's IOO Position: Q3 2023 in Review

Pathstone Family Office opened a new position in iShares Global 100 ETF (IOO) in Q3 2023: 3,153 shares worth $231K. The stake represents ﹤0.01% of the portfolio and ranks #1428 among its holdings.

237 funds tracked by Wall St. Rank hold IOO as of Q3 2023.

Pathstone Family Office held 3,153 shares of iShares Global 100 ETF worth $231K as of Q3 2023.
iShares Global 100 ETF was a new Pathstone Family Office position in Q3 2023.
iShares Global 100 ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1428 holding.
237 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.