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

Semmax 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
2025 Q2	$74.7K	Buy	657 +4	+0.6%	+$397	0.02%	169
2025 Q1	$63.6K	Hold	653	–	–	0.02%	157
2024 Q4	$68.1K	Buy	653 +3	+0.5%	+$301	0.02%	148
2024 Q3	$65.3K	Hold	650	–	–	0.02%	140
2024 Q2	$61.4K	Buy	650 +4	+0.6%	+$367	0.02%	144
2024 Q1	$58.9K	Hold	646	–	–	0.02%	141
2023 Q4	$54.5K	Buy	646 +4	+0.6%	+$306	0.02%	138
2023 Q3	$49K	Buy	+642	New	+$48.7K	0.02%	119
2022 Q4	$43K	Buy	636 +5	+0.8%	+$321	0.02%	117
2022 Q3	$40K	Hold	631	–	–	0.02%	118
2022 Q2	$44K	Buy	631 +8	+1%	+$555	0.02%	116
2022 Q1	$47K	Hold	623	–	–	0.02%	127
2021 Q4	$49K	Buy	623 +5	+0.8%	+$378	0.02%	129
2021 Q3	$44K	Hold	618	–	–	0.02%	132
2021 Q2	$44K	Buy	618 +5	+0.8%	+$348	0.01%	132
2021 Q1	$40K	Hold	613	–	–	0.01%	133
2020 Q4	$39K	Buy	613 +4	+0.7%	+$238	0.02%	130
2020 Q3	$34K	Hold	609	–	–	0.02%	123
2020 Q2	$32K	Buy	+609	New	+$30.4K	0.02%	125

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Semmax Financial Advisors's IOO Position: Q2 2025 in Review

Semmax Financial Advisors increased its iShares Global 100 ETF (IOO) stake by 0.61% in Q2 2025, buying an estimated $397 and bringing the position to 657 shares worth $74.7K. The position accounts for 0.02% of the portfolio, ranked #169.

Semmax Financial Advisors first reported a position in IOO in Q2 2020 and has held it in 19 quarters since. 323 funds tracked by Wall St. Rank hold IOO as of Q2 2025.

Semmax Financial Advisors held 657 shares of iShares Global 100 ETF worth $74.7K as of Q2 2025.
Semmax Financial Advisors bought 4 iShares Global 100 ETF shares in Q2 2025, an estimated $397.
iShares Global 100 ETF made up 0.02% of Semmax Financial Advisors's portfolio in Q2 2025, its #169 holding.
Semmax Financial Advisors first reported a position in iShares Global 100 ETF in Q2 2020 and has held it in 19 quarters since.
323 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.