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PFA
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
New York
$5.7T AUM
30.48%
1-Year Est. Return
Northwestern Mutual Wealth Management
Milwaukee, Wisconsin
$162B AUM
16.35%
1-Year Est. Return
ONB
Old National Bancorp
Evansville, Indiana
$5.97B AUM
15.68%
1-Year Est. Return
AWA
Amplius Wealth Advisors
Blue Bell, Pennsylvania
$1.2B AUM
15.23%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
WA
Waddell & Associates
Memphis, Tennessee
$1.77B AUM
35.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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