Wealth Enhancement Advisory Services’s iShares Global 100 ETF IOO Stock Holding History

Wealth Enhancement Advisory Services’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	$1.01M	Buy	7,215 +2,466	+52%	+$335K	﹤0.01%	2067
2026 Q1	$579K	Sell	4,749 -129,679	-96%	-$16.4M	﹤0.01%	2197
2025 Q4	$17.2M	Sell	134,428 -5,568	-4%	-$692K	0.02%	519
2025 Q3	$17M	Sell	139,996 -6,060	-4%	-$690K	0.03%	494
2025 Q2	$16M	Sell	146,056 -1,238	-0.8%	-$123K	0.03%	491
2025 Q1	$14.2M	Sell	147,294 -6,384	-4%	-$645K	0.03%	496
2024 Q4	$15.5M	Buy	153,678 +1,396	+0.9%	+$140K	0.03%	436
2024 Q3	$15.1M	Sell	152,282 -6,608	-4%	-$638K	0.03%	413
2024 Q2	$15.3M	Buy	158,890 +274	+0.2%	+$25.1K	0.04%	387
2024 Q1	$14.2M	Buy	158,616 +7,296	+5%	+$619K	0.04%	387
2023 Q4	$12.2M	Sell	151,320 -5,405	-3%	-$413K	0.04%	387
2023 Q3	$11.5M	Buy	+156,725	New	+$11.9M	0.04%	379

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

Wealth Enhancement Advisory Services's IOO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Global 100 ETF (IOO) stake by 52% in Q2 2026, buying an estimated $335K and bringing the position to 7,215 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2067.

Wealth Enhancement Advisory Services first reported a position in IOO in Q3 2023 and has held it in 12 quarters since. The position peaked at $17.2M in Q4 2025. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Wealth Enhancement Advisory Services held 7,215 shares of iShares Global 100 ETF worth $1.01M as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,466 iShares Global 100 ETF shares in Q2 2026, an estimated $335K.
iShares Global 100 ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2067 holding.
Wealth Enhancement Advisory Services first reported a position in iShares Global 100 ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's iShares Global 100 ETF position peaked at $17.2M in Q4 2025.
378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.