Vontobel Holding
IOO icon

Vontobel Holding’s iShares Global 100 ETF IOO Stock Holding History

Vontobel Holding’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
2021
Q4 		– Sell
-800
Closed -$57K – 1139
2021
Q3 		$57K Hold
800
– – ﹤0.01% 1122
2021
Q2 		$57K Buy
+800
New +$55.7K ﹤0.01% 1109

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Vontobel Holding's IOO Position: Q4 2021 in Review

Vontobel Holding sold out of iShares Global 100 ETF (IOO) in Q4 2021, closing a stake of 800 shares — an estimated $57K sold.

Vontobel Holding first reported a position in IOO in Q2 2021 and held it in 2 quarters. The position peaked at $57K in Q3 2021. 194 funds tracked by Wall St. Rank hold IOO as of Q4 2021.

  • Vontobel Holding reported no remaining iShares Global 100 ETF position as of Q4 2021 after selling out during the quarter.
  • Vontobel Holding sold 800 iShares Global 100 ETF shares in Q4 2021, an estimated $57K.
  • Vontobel Holding first reported a position in iShares Global 100 ETF in Q2 2021 and held it in 2 quarters.
  • Vontobel Holding's iShares Global 100 ETF position peaked at $57K in Q3 2021.
  • 194 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2021.

Based on Vontobel Holding's 13F filing for Q4 2021, filed 10 Feb 2022.