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

Professional 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
2024
Q1 		– Sell
-8,325
Closed -$670K – 104
2023
Q4 		$670K Sell
8,325
-153
-2% -$11.7K 0.22% 61
2023
Q3 		$621K Sell
8,478
-220
-3% -$16.7K 0.28% 61
2023
Q2 		$662K Buy
+8,698
New +$635K 0.34% 49
2022
Q4 		– Sell
-656
Closed -$39K – 261
2022
Q3 		$39K Sell
656
-4
-0.6% -$265 0.02% 164
2022
Q2 		$42K Buy
660
+309
+88% +$21.4K 0.02% 161
2022
Q1 		$27K Hold
351
– – 0.01% 207
2021
Q4 		$27K Buy
351
+2
+0.6% +$151 0.01% 226
2021
Q3 		$25K Sell
349
-6
-2% -$439 0.01% 193
2021
Q2 		$25K Buy
355
+4
+1% +$279 0.01% 198
2021
Q1 		$23K Hold
351
– – 0.01% 182
2020
Q4 		$22K Buy
351
+2
+0.6% +$119 0.02% 185
2020
Q3 		$19K Buy
+349
New +$19.7K 0.02% 174

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Professional Financial Advisors's IOO Position: Q1 2024 in Review

Professional Financial Advisors sold out of iShares Global 100 ETF (IOO) in Q1 2024, closing a stake of 8,325 shares — an estimated $670K sold.

Professional Financial Advisors first reported a position in IOO in Q3 2020 and held it in 12 quarters. The position peaked at $670K in Q4 2023. 258 funds tracked by Wall St. Rank hold IOO as of Q1 2024.

  • Professional Financial Advisors reported no remaining iShares Global 100 ETF position as of Q1 2024 after selling out during the quarter.
  • Professional Financial Advisors sold 8,325 iShares Global 100 ETF shares in Q1 2024, an estimated $670K.
  • Professional Financial Advisors first reported a position in iShares Global 100 ETF in Q3 2020 and held it in 12 quarters.
  • Professional Financial Advisors's iShares Global 100 ETF position peaked at $670K in Q4 2023.
  • 258 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2024.

Based on Professional Financial Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.