SFMG Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

SFMG Wealth 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
2026 Q2	$451K	Buy	3,300 +17	+0.5%	+$2.31K	0.03%	207
2026 Q1	$397K	Hold	3,283	–	–	0.03%	215
2025 Q4	$416K	Buy	3,283 +11	+0.3%	+$1.37K	0.03%	204
2025 Q3	$393K	Hold	3,272	–	–	0.03%	200
2025 Q2	$353K	Buy	3,272 +23	+0.7%	+$2.28K	0.03%	190
2025 Q1	$313K	Sell	3,249 -100	-3%	-$10.1K	0.02%	194
2024 Q4	$338K	Buy	3,349 +114	+4%	+$11.4K	0.03%	186
2024 Q3	$321K	Hold	3,235	–	–	0.03%	194
2024 Q2	$312K	Buy	3,235 +22	+0.7%	+$2.02K	0.03%	190
2024 Q1	$287K	Hold	3,213	–	–	0.02%	201
2023 Q4	$259K	Buy	3,213 +17	+0.5%	+$1.3K	0.02%	207
2023 Q3	$234K	Hold	3,196	–	–	0.02%	208
2023 Q2	$243K	Buy	3,196 +32	+1%	+$2.34K	0.03%	199
2023 Q1	$222K	Hold	3,164	–	–	0.02%	217
2022 Q4	$203K	Buy	+3,164	New	+$203K	0.02%	230
2022 Q3	–	Sell	-3,139	Closed	-$201K	–	265
2022 Q2	$201K	Buy	3,139 +38	+1%	+$2.64K	0.02%	239
2022 Q1	$236K	Buy	3,101 +2	+0.1%	+$150	0.02%	240
2021 Q4	$242K	Buy	3,099 +22	+0.7%	+$1.67K	0.02%	237
2021 Q3	$219K	Hold	3,077	–	–	0.02%	227
2021 Q2	$218K	Buy	3,077 +27	+0.9%	+$1.88K	0.02%	231
2021 Q1	$201K	Buy	+3,050	New	+$198K	0.02%	226

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SFMG Wealth Advisors's IOO Position: Q2 2026 in Review

SFMG Wealth Advisors increased its iShares Global 100 ETF (IOO) stake by 0.52% in Q2 2026, buying an estimated $2.31K and bringing the position to 3,300 shares worth $451K. The position accounts for 0.03% of the portfolio, ranked #207.

SFMG Wealth Advisors first reported a position in IOO in Q1 2021 and has held it in 21 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

SFMG Wealth Advisors held 3,300 shares of iShares Global 100 ETF worth $451K as of Q2 2026.
SFMG Wealth Advisors bought 17 iShares Global 100 ETF shares in Q2 2026, an estimated $2.31K.
iShares Global 100 ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q2 2026, its #207 holding.
SFMG Wealth Advisors first reported a position in iShares Global 100 ETF in Q1 2021 and has held it in 21 quarters since.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.