S
IOO icon

Surevest’s iShares Global 100 ETF IOO Stock Holding History

Surevest’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 		$132K Hold
2,210
– – 0.04% 148
2022
Q2 		$142K Hold
2,210
– – 0.04% 151
2022
Q1 		$168K Hold
2,210
– – 0.04% 141
2021
Q4 		$172K Buy
+2,210
New +$167K 0.04% 126

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
AssetMark Inc
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Surevest's IOO Position: Q3 2022 in Review

Surevest held its iShares Global 100 ETF (IOO) position steady in Q3 2022 at 2,210 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #148.

Surevest first reported a position in IOO in Q4 2021 and has held it in 4 quarters since. The position peaked at $172K in Q4 2021. 190 funds tracked by Wall St. Rank hold IOO as of Q3 2022.

  • Surevest held 2,210 shares of iShares Global 100 ETF worth $132K as of Q3 2022.
  • Surevest left its iShares Global 100 ETF share count unchanged in Q3 2022.
  • iShares Global 100 ETF made up 0.04% of Surevest's portfolio in Q3 2022, its #148 holding.
  • Surevest first reported a position in iShares Global 100 ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's iShares Global 100 ETF position peaked at $172K in Q4 2021.
  • 190 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.