Signify Wealth’s iShares Global 100 ETF IOO Stock Holding History

Signify Wealth’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
2022 Q3	–	Sell	-4,635	Closed	-$297K	–	27
2022 Q2	$297K	Buy	+4,635	New	+$322K	0.41%	19

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 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

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Signify Wealth's IOO Position: Q3 2022 in Review

Signify Wealth sold out of iShares Global 100 ETF (IOO) in Q3 2022, closing a stake of 4,635 shares — an estimated $297K sold.

Signify Wealth first reported a position in IOO in Q2 2022 and held it in 1 quarter. The position peaked at $297K in Q2 2022. 190 funds tracked by Wall St. Rank hold IOO as of Q3 2022.

Signify Wealth reported no remaining iShares Global 100 ETF position as of Q3 2022 after selling out during the quarter.
Signify Wealth sold 4,635 iShares Global 100 ETF shares in Q3 2022, an estimated $297K.
Signify Wealth first reported a position in iShares Global 100 ETF in Q2 2022 and held it in 1 quarter.
Signify Wealth's iShares Global 100 ETF position peaked at $297K in Q2 2022.
190 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2022.

Based on Signify Wealth's 13F filing for Q3 2022, filed 12 Oct 2022.