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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
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
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
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SFMG Wealth Advisors's IOO Position: Q1 2026 in Review

SFMG Wealth Advisors held its iShares Global 100 ETF (IOO) position steady in Q1 2026 at 3,283 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #215.

SFMG Wealth Advisors first reported a position in IOO in Q1 2021 and has held it in 20 quarters since. The position peaked at $416K in Q4 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • SFMG Wealth Advisors held 3,283 shares of iShares Global 100 ETF worth $397K as of Q1 2026.
  • SFMG Wealth Advisors left its iShares Global 100 ETF share count unchanged in Q1 2026.
  • iShares Global 100 ETF made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #215 holding.
  • SFMG Wealth Advisors first reported a position in iShares Global 100 ETF in Q1 2021 and has held it in 20 quarters since.
  • SFMG Wealth Advisors's iShares Global 100 ETF position peaked at $416K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.