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Plante Moran Financial Advisors’s iShares Global 100 ETF IOO Stock Holding History

Plante Moran Financial 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
2022
Q4 		– Sell
-430
Closed -$26K – 928
2022
Q3 		$26K Buy
+430
New +$28.5K ﹤0.01% 405
2016
Q4 		– Sell
-1,332
Closed -$50K – 1001
2016
Q3 		$50K Hold
1,332
– – 0.03% 318
2016
Q2 		$48K Hold
1,332
– – 0.03% 288
2016
Q1 		$48K Hold
1,332
– – 0.04% 269
2015
Q4 		$49K Hold
1,332
– – 0.04% 279
2015
Q3 		$46K Hold
1,332
– – 0.04% 269
2015
Q2 		$50K Buy
+1,332
New +$52.5K 0.04% 293

Other funds holding IOO

BlackRock
BlackRock New York $5.7T 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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $1.77B AUM 35.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return