SEIA
IOO icon

Signature Estate & Investment Advisors’s iShares Global 100 ETF IOO Stock Holding History

Signature Estate & 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
2026
Q2 		$7.52M Buy
55,030
+827
+2% +$113K 0.14% 73
2026
Q1 		$6.56M Buy
54,203
+3,311
+7% +$418K 0.13% 81
2025
Q4 		$6.45M Buy
50,892
+806
+2% +$100K 0.13% 82
2025
Q3 		$6.01M Buy
50,086
+952
+2% +$108K 0.13% 83
2025
Q2 		$5.3M Sell
49,134
-84
-0.2% -$8.34K 0.12% 85
2025
Q1 		$4.74M Buy
49,218
+809
+2% +$81.7K 0.12% 86
2024
Q4 		$4.88M Buy
48,409
+1,000
+2% +$100K 0.12% 74
2024
Q3 		$4.7M Buy
47,409
+1,203
+3% +$116K 0.11% 71
2024
Q2 		$4.46M Buy
+46,206
New +$4.24M 0.11% 76

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Signature Estate & Investment Advisors's IOO Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its iShares Global 100 ETF (IOO) stake by 1.5% in Q2 2026, buying an estimated $113K and bringing the position to 55,030 shares worth $7.52M. The position accounts for 0.14% of the portfolio, ranked #73.

Signature Estate & Investment Advisors first reported a position in IOO in Q2 2024 and has held it in 9 quarters since. 239 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • Signature Estate & Investment Advisors held 55,030 shares of iShares Global 100 ETF worth $7.52M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 827 iShares Global 100 ETF shares in Q2 2026, an estimated $113K.
  • iShares Global 100 ETF made up 0.14% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #73 holding.
  • Signature Estate & Investment Advisors first reported a position in iShares Global 100 ETF in Q2 2024 and has held it in 9 quarters since.
  • 239 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.