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TD Capital Management’s iShares Global 100 ETF IOO Stock Holding History

TD Capital Management’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 		$72.3K Hold
598
– – 0.01% 205
2025
Q4 		$75.7K Buy
598
+2
+0.3% +$249 0.01% 195
2025
Q3 		$71.5K Hold
596
– – 0.01% 191
2025
Q2 		$64.2K Buy
596
+4
+0.7% +$397 0.01% 198
2025
Q1 		$57K Hold
592
– – 0.01% 181
2024
Q4 		$59.6K Buy
592
+3
+0.5% +$301 0.01% 177
2024
Q3 		$58.4K Hold
589
– – 0.01% 180
2024
Q2 		$56.9K Buy
589
+4
+0.7% +$367 0.01% 173
2024
Q1 		$52.3K Sell
585
-99
-14% -$8.39K 0.01% 181
2023
Q4 		$55.1K Buy
+684
New +$52.3K 0.01% 171

Other funds holding IOO

BlackRock
BlackRock New York $5.7T 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 $376B 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 $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return