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USAdvisors Wealth Management’s iShares Global 100 ETF IOO Stock Holding History

USAdvisors Wealth 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
2025
Q2 		– Sell
-32,427
Closed -$3.12M – 140
2025
Q1 		$3.12M Sell
32,427
-5,259
-14% -$531K 1.09% 28
2024
Q4 		$6.8M Sell
37,686
-2,909
-7% -$292K 2.21% 9
2024
Q3 		$4.01M Sell
40,595
-1,646
-4% -$159K 1.4% 24
2024
Q2 		$4.08M Sell
42,241
-4,261
-9% -$391K 1.44% 23
2024
Q1 		$4.16M Sell
46,502
-3,233
-7% -$274K 1.57% 21
2023
Q4 		$4M Sell
49,735
-14,588
-23% -$1.12M 1.66% 22
2023
Q3 		$4.71M Buy
64,323
+5,885
+10% +$446K 2.1% 16
2023
Q2 		$4.44M Sell
58,438
-13,150
-18% -$960K 2.1% 15
2023
Q1 		$5.01M Sell
71,588
-3,696
-5% -$248K 2.39% 12
2022
Q4 		$4.82M Buy
75,284
+6,376
+9% +$409K 2.33% 13
2022
Q3 		$4.1M Buy
68,908
+3,019
+5% +$200K 2.1% 16
2022
Q2 		$4.22M Sell
65,889
-6,918
-10% -$480K 2.12% 18
2022
Q1 		$5.54M Sell
72,807
-7,677
-10% -$575K 2.36% 14
2021
Q4 		$6.28M Sell
80,484
-4,916
-6% -$372K 2.56% 13
2021
Q3 		$6.08M Buy
85,400
+8,569
+11% +$627K 2.63% 15
2021
Q2 		$5.45M Buy
+76,831
New +$5.35M 2.96% 13

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 $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

USAdvisors Wealth Management's IOO Position: Q2 2025 in Review

USAdvisors Wealth Management sold out of iShares Global 100 ETF (IOO) in Q2 2025, closing a stake of 32,427 shares — an estimated $3.12M sold.

USAdvisors Wealth Management first reported a position in IOO in Q2 2021 and held it in 16 quarters. The position peaked at $6.8M in Q4 2024. 323 funds tracked by Wall St. Rank hold IOO as of Q2 2025.

  • USAdvisors Wealth Management reported no remaining iShares Global 100 ETF position as of Q2 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 32,427 iShares Global 100 ETF shares in Q2 2025, an estimated $3.12M.
  • USAdvisors Wealth Management first reported a position in iShares Global 100 ETF in Q2 2021 and held it in 16 quarters.
  • USAdvisors Wealth Management's iShares Global 100 ETF position peaked at $6.8M in Q4 2024.
  • 323 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2025.

Based on USAdvisors Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.