TCI Wealth Advisors’s iShares Global 100 ETF IOO Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-500	Closed	-$35K	–	1176
2023 Q1	$35K	Buy	+500	New	+$33.6K	﹤0.01%	527
2018 Q1	–	Sell	-162	Closed	-$8K	–	1389
2017 Q4	$8K	Buy	162 +134	+479%	+$6.12K	﹤0.01%	678
2017 Q3	$1K	Hold	28	–	–	﹤0.01%	1134
2017 Q2	$1K	Hold	28	–	–	﹤0.01%	1150
2017 Q1	$1K	Hold	28	–	–	﹤0.01%	1111
2016 Q4	$1K	Hold	28	–	–	﹤0.01%	1178
2016 Q3	$1K	Hold	28	–	–	﹤0.01%	1141
2016 Q2	$1K	Buy	+28	New	+$1.01K	﹤0.01%	1082

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

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

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

TCI Wealth Advisors's IOO Position: Q2 2023 in Review

TCI Wealth Advisors sold out of iShares Global 100 ETF (IOO) in Q2 2023, closing a stake of 500 shares — an estimated $35K sold.

TCI Wealth Advisors first reported a position in IOO in Q2 2016 and held it in 8 quarters. The position peaked at $35K in Q1 2023. 230 funds tracked by Wall St. Rank hold IOO as of Q2 2023.

TCI Wealth Advisors reported no remaining iShares Global 100 ETF position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 500 iShares Global 100 ETF shares in Q2 2023, an estimated $35K.
TCI Wealth Advisors first reported a position in iShares Global 100 ETF in Q2 2016 and held it in 8 quarters.
TCI Wealth Advisors's iShares Global 100 ETF position peaked at $35K in Q1 2023.
230 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.