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Simon Quick Advisors’s iShares Global 100 ETF IOO Stock Holding History

Simon Quick 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 		– Sell
-1,609
Closed -$204K – 395
2025
Q4 		$204K Buy
+1,609
New +$200K 0.01% 379
2019
Q2 		– Sell
-13
Closed -$1K – 536
2019
Q1 		$1K Buy
+13
New +$592 ﹤0.01% 385

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

Simon Quick Advisors's IOO Position: Q1 2026 in Review

Simon Quick Advisors sold out of iShares Global 100 ETF (IOO) in Q1 2026, closing a stake of 1,609 shares — an estimated $204K sold.

Simon Quick Advisors first reported a position in IOO in Q1 2019 and held it in 2 quarters. The position peaked at $204K in Q4 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Simon Quick Advisors reported no remaining iShares Global 100 ETF position as of Q1 2026 after selling out during the quarter.
  • Simon Quick Advisors sold 1,609 iShares Global 100 ETF shares in Q1 2026, an estimated $204K.
  • Simon Quick Advisors first reported a position in iShares Global 100 ETF in Q1 2019 and held it in 2 quarters.
  • Simon Quick Advisors's iShares Global 100 ETF position peaked at $204K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.