Stifel Financial
IOO icon

Stifel Financial’s iShares Global 100 ETF IOO Stock Holding History

Stifel Financial’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 		$3.51M Buy
29,044
+13,342
+85% +$1.68M ﹤0.01% 1568
2025
Q4 		$1.99M Buy
15,702
+390
+3% +$48.5K ﹤0.01% 1937
2025
Q3 		$1.84M Buy
15,312
+1,158
+8% +$132K ﹤0.01% 1976
2025
Q2 		$1.53M Buy
14,154
+2,547
+22% +$253K ﹤0.01% 2040
2025
Q1 		$1.12M Buy
11,607
+41
+0.4% +$4.14K ﹤0.01% 2149
2024
Q4 		$1.17M Sell
11,566
-62
-0.5% -$6.22K ﹤0.01% 2152
2024
Q3 		$1.15M Buy
11,628
+566
+5% +$54.7K ﹤0.01% 2139
2024
Q2 		$1.07M Sell
11,062
-1,759
-14% -$161K ﹤0.01% 2117
2024
Q1 		$1.15M Sell
12,821
-1,345
-9% -$114K ﹤0.01% 2099
2023
Q4 		$1.14M Buy
14,166
+7,152
+102% +$547K ﹤0.01% 2065
2023
Q3 		$514K Sell
7,014
-8,502
-55% -$644K ﹤0.01% 2475
2023
Q2 		$1.18M Buy
15,516
+11,263
+265% +$823K ﹤0.01% 1978
2023
Q1 		$298K Buy
4,253
+498
+13% +$33.4K ﹤0.01% 2818
2022
Q4 		$241K Sell
3,755
-1,230
-25% -$78.9K ﹤0.01% 2885
2022
Q3 		$297K Sell
4,985
-10,833
-68% -$719K ﹤0.01% 2724
2022
Q2 		$1.01M Buy
15,818
+955
+6% +$66.3K ﹤0.01% 1988
2022
Q1 		$1.13M Sell
14,863
-8,278
-36% -$620K ﹤0.01% 2028
2021
Q4 		$1.8M Buy
23,141
+9,848
+74% +$745K ﹤0.01% 1697
2021
Q3 		$946K Sell
13,293
-18,582
-58% -$1.36M ﹤0.01% 2138
2021
Q2 		$2.26M Buy
31,875
+26,568
+501% +$1.85M ﹤0.01% 1518
2021
Q1 		$350K Buy
5,307
+833
+19% +$54.1K ﹤0.01% 2694
2020
Q4 		$281K Hold
4,474
– – ﹤0.01% 2630
2020
Q3 		$252K Buy
+4,474
New +$252K ﹤0.01% 2498
2020
Q2 		– Sell
-7,213
Closed -$321K – 2899
2020
Q1 		$321K Buy
+7,213
New +$370K ﹤0.01% 2135
2019
Q3 		– Sell
-14,227
Closed -$693K – 2908
2019
Q2 		$693K Sell
14,227
-814
-5% -$39.4K ﹤0.01% 2020
2019
Q1 		$715K Buy
+15,041
New +$685K ﹤0.01% 1851

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

Stifel Financial's IOO Position: Q1 2026 in Review

Stifel Financial increased its iShares Global 100 ETF (IOO) stake by 85% in Q1 2026, buying an estimated $1.68M and bringing the position to 29,044 shares worth $3.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1568.

Stifel Financial first reported a position in IOO in Q1 2019 and has held it in 26 quarters since. 355 funds tracked by Wall St. Rank hold IOO as of Q1 2026.

  • Stifel Financial held 29,044 shares of iShares Global 100 ETF worth $3.51M as of Q1 2026.
  • Stifel Financial bought 13,342 iShares Global 100 ETF shares in Q1 2026, an estimated $1.68M.
  • iShares Global 100 ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1568 holding.
  • Stifel Financial first reported a position in iShares Global 100 ETF in Q1 2019 and has held it in 26 quarters since.
  • 355 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.