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TFO Wealth Partners’s iShares Global 100 ETF IOO Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-203
Closed -$18.1K – 395
2024
Q1 		$18.1K Buy
+203
New +$17.2K ﹤0.01% 79

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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

TFO Wealth Partners's IOO Position: Q2 2024 in Review

TFO Wealth Partners sold out of iShares Global 100 ETF (IOO) in Q2 2024, closing a stake of 203 shares — an estimated $18.1K sold.

TFO Wealth Partners first reported a position in IOO in Q1 2024 and held it in 1 quarter. The position peaked at $18.1K in Q1 2024. 274 funds tracked by Wall St. Rank hold IOO as of Q2 2024.

  • TFO Wealth Partners reported no remaining iShares Global 100 ETF position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 203 iShares Global 100 ETF shares in Q2 2024, an estimated $18.1K.
  • TFO Wealth Partners first reported a position in iShares Global 100 ETF in Q1 2024 and held it in 1 quarter.
  • TFO Wealth Partners's iShares Global 100 ETF position peaked at $18.1K in Q1 2024.
  • 274 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.