Rehmann Capital Advisory Group’s iShares Global 100 ETF IOO Stock Holding History

Rehmann Capital Advisory Group’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
2019 Q3	–	Sell	-686	Closed	-$33.5K	–	1898
2019 Q2	$33.5K	Hold	686	–	–	﹤0.01%	978
2019 Q1	$32.6K	Buy	+686	New	+$31.2K	﹤0.01%	963
2018 Q4	–	Sell	-686	Closed	-$33.5K	–	1979
2018 Q3	$33.5K	Hold	686	–	–	﹤0.01%	948
2018 Q2	$31.5K	Buy	+686	New	+$31.9K	﹤0.01%	944

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Rehmann Capital Advisory Group's IOO Position: Q3 2019 in Review

Rehmann Capital Advisory Group sold out of iShares Global 100 ETF (IOO) in Q3 2019, closing a stake of 686 shares — an estimated $33.5K sold.

Rehmann Capital Advisory Group first reported a position in IOO in Q2 2018 and held it in 4 quarters. The position peaked at $33.5K in Q2 2019. 128 funds tracked by Wall St. Rank hold IOO as of Q3 2019.

Rehmann Capital Advisory Group reported no remaining iShares Global 100 ETF position as of Q3 2019 after selling out during the quarter.
Rehmann Capital Advisory Group sold 686 iShares Global 100 ETF shares in Q3 2019, an estimated $33.5K.
Rehmann Capital Advisory Group first reported a position in iShares Global 100 ETF in Q2 2018 and held it in 4 quarters.
Rehmann Capital Advisory Group's iShares Global 100 ETF position peaked at $33.5K in Q2 2019.
128 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2019.

Based on Rehmann Capital Advisory Group's 13F filing for Q3 2019, filed 2 Jan 2020.