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

SkyOak 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
2026 Q1	$378K	Hold	3,123	–	–	0.07%	151
2025 Q4	$396K	Sell	3,123 -50	-2%	-$6.22K	0.07%	148
2025 Q3	$381K	Sell	3,173 -340	-10%	-$38.7K	0.07%	152
2025 Q2	$379K	Buy	3,513 +24	+0.7%	+$2.38K	0.08%	146
2025 Q1	$336K	Hold	3,489	–	–	0.07%	155
2024 Q4	$352K	Buy	+3,489	New	+$350K	0.08%	150

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SkyOak Wealth's IOO Position: Q1 2026 in Review

SkyOak Wealth held its iShares Global 100 ETF (IOO) position steady in Q1 2026 at 3,123 shares worth $378K. The position accounts for 0.07% of the portfolio, ranked #151.

SkyOak Wealth first reported a position in IOO in Q4 2024 and has held it in 6 quarters since. The position peaked at $396K in Q4 2025. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

SkyOak Wealth held 3,123 shares of iShares Global 100 ETF worth $378K as of Q1 2026.
SkyOak Wealth left its iShares Global 100 ETF share count unchanged in Q1 2026.
iShares Global 100 ETF made up 0.07% of SkyOak Wealth's portfolio in Q1 2026, its #151 holding.
SkyOak Wealth first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 6 quarters since.
SkyOak Wealth's iShares Global 100 ETF position peaked at $396K in Q4 2025.
355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on SkyOak Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.