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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
Q2 		$427K Hold
3,123
– – 0.07% 148
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SkyOak Wealth's IOO Position: Q2 2026 in Review

SkyOak Wealth held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 3,123 shares worth $427K. The position accounts for 0.07% of the portfolio, ranked #148.

SkyOak Wealth first reported a position in IOO in Q4 2024 and has held it in 7 quarters since. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • SkyOak Wealth held 3,123 shares of iShares Global 100 ETF worth $427K as of Q2 2026.
  • SkyOak Wealth left its iShares Global 100 ETF share count unchanged in Q2 2026.
  • iShares Global 100 ETF made up 0.07% of SkyOak Wealth's portfolio in Q2 2026, its #148 holding.
  • SkyOak Wealth first reported a position in iShares Global 100 ETF in Q4 2024 and has held it in 7 quarters since.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.