VestGen Advisors’s iShares Global 100 ETF IOO Stock Holding History

VestGen 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
2026 Q2	–	Sell	-1,445	Closed	-$202K	–	1123
2026 Q1	$202K	Buy	+1,445	New	+$182K	0.01%	1003

Other funds holding IOO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

VestGen Advisors's IOO Position: Q2 2026 in Review

VestGen Advisors sold out of iShares Global 100 ETF (IOO) in Q2 2026, closing a stake of 1,445 shares — an estimated $202K sold.

VestGen Advisors first reported a position in IOO in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

VestGen Advisors reported no remaining iShares Global 100 ETF position as of Q2 2026 after selling out during the quarter.
VestGen Advisors sold 1,445 iShares Global 100 ETF shares in Q2 2026, an estimated $202K.
VestGen Advisors first reported a position in iShares Global 100 ETF in Q1 2026 and held it in 1 quarter.
VestGen Advisors's iShares Global 100 ETF position peaked at $202K in Q1 2026.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.