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Regal Investment Advisors’s iShares Global 100 ETF IOO Stock Holding History

Regal Investment 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
Q3 		– Sell
-4,188
Closed -$268K – 509
2022
Q2 		$268K Buy
+4,188
New +$291K 0.03% 394

Other funds holding IOO

BlackRock
BlackRock New York $5.72T 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Regal Investment Advisors's IOO Position: Q3 2022 in Review

Regal Investment Advisors sold out of iShares Global 100 ETF (IOO) in Q3 2022, closing a stake of 4,188 shares — an estimated $268K sold.

Regal Investment Advisors first reported a position in IOO in Q2 2022 and held it in 1 quarter. The position peaked at $268K in Q2 2022. 190 funds tracked by Wall St. Rank hold IOO as of Q3 2022.

  • Regal Investment Advisors reported no remaining iShares Global 100 ETF position as of Q3 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 4,188 iShares Global 100 ETF shares in Q3 2022, an estimated $268K.
  • Regal Investment Advisors first reported a position in iShares Global 100 ETF in Q2 2022 and held it in 1 quarter.
  • Regal Investment Advisors's iShares Global 100 ETF position peaked at $268K in Q2 2022.
  • 190 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.