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The Family Firm’s iShares Global 100 ETF IOO Stock Holding History

The Family Firm’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
2025
Q2 		– Sell
-2,669
Closed -$257K – 133
2025
Q1 		$257K Hold
2,669
– – 0.06% 185
2024
Q4 		$269K Sell
2,669
-15
-0.6% -$1.51K 0.06% 174
2024
Q3 		$266K Hold
2,684
– – 0.06% 179
2024
Q2 		$259K Buy
2,684
+12
+0.4% +$1.1K 0.06% 172
2024
Q1 		$239K Sell
2,672
-57
-2% -$4.83K 0.06% 177
2023
Q4 		$220K Buy
+2,729
New +$209K 0.06% 179
2023
Q3 		– Sell
-2,719
Closed -$207K – 178
2023
Q2 		$207K Buy
+2,719
New +$199K 0.05% 179
2022
Q3 		– Sell
-3,745
Closed -$240K – 173
2022
Q2 		$240K Buy
3,745
+26
+0.7% +$1.8K 0.07% 164
2022
Q1 		$283K Sell
3,719
-92
-2% -$6.89K 0.07% 150
2021
Q4 		$297K Buy
3,811
+1
+0% +$76 0.08% 140
2021
Q3 		$284K Hold
3,810
– – 0.07% 141
2021
Q2 		$270K Buy
3,810
+27
+0.7% +$1.88K 0.07% 147
2021
Q1 		$250K Buy
+3,783
New +$246K 0.07% 147
2020
Q4 		– Sell
-3,987
Closed -$224K – 167
2020
Q3 		$224K Sell
3,987
-34
-0.8% -$1.92K 0.08% 130
2020
Q2 		$212K Buy
+4,021
New +$201K 0.08% 133
2020
Q1 		– Sell
-4,000
Closed -$216K – 134
2019
Q4 		$216K Buy
+4,000
New +$206K 0.07% 142

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
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

The Family Firm's IOO Position: Q2 2025 in Review

The Family Firm sold out of iShares Global 100 ETF (IOO) in Q2 2025, closing a stake of 2,669 shares — an estimated $257K sold.

The Family Firm first reported a position in IOO in Q4 2019 and held it in 16 quarters. The position peaked at $297K in Q4 2021. 323 funds tracked by Wall St. Rank hold IOO as of Q2 2025.

  • The Family Firm reported no remaining iShares Global 100 ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 2,669 iShares Global 100 ETF shares in Q2 2025, an estimated $257K.
  • The Family Firm first reported a position in iShares Global 100 ETF in Q4 2019 and held it in 16 quarters.
  • The Family Firm's iShares Global 100 ETF position peaked at $297K in Q4 2021.
  • 323 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.