Wealthspire Advisors (Maryland)’s iShares Global 100 ETF IOO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-660	Closed	-$31K	–	1202
2019 Q1	$31K	Hold	660	–	–	﹤0.01%	1097
2018 Q4	$28K	Hold	660	–	–	﹤0.01%	1085
2018 Q3	$32K	Hold	660	–	–	﹤0.01%	1120
2018 Q2	$30K	Hold	660	–	–	﹤0.01%	1152
2018 Q1	$30K	Hold	660	–	–	﹤0.01%	1164
2017 Q4	$31K	Hold	660	–	–	﹤0.01%	1174
2017 Q3	$29K	Hold	660	–	–	﹤0.01%	1170
2017 Q2	$28K	Hold	660	–	–	﹤0.01%	1147
2017 Q1	$27K	Hold	660	–	–	﹤0.01%	982
2016 Q4	$25K	Hold	660	–	–	﹤0.01%	957
2016 Q3	$25K	Hold	660	–	–	﹤0.01%	997
2016 Q2	$24K	Sell	660 -200	-23%	-$7.23K	﹤0.01%	939
2016 Q1	$31K	Sell	860 -60	-7%	-$2.06K	0.01%	824
2015 Q4	$34K	Buy	+920	New	+$34.1K	0.01%	815

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IOO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares Global 100 ETF (IOO) in Q2 2019, closing a stake of 660 shares — an estimated $31K sold.

Wealthspire Advisors (Maryland) first reported a position in IOO in Q4 2015 and held it in 14 quarters. The position peaked at $34K in Q4 2015. 134 funds tracked by Wall St. Rank hold IOO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares Global 100 ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 660 iShares Global 100 ETF shares in Q2 2019, an estimated $31K.
Wealthspire Advisors (Maryland) first reported a position in iShares Global 100 ETF in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s iShares Global 100 ETF position peaked at $34K in Q4 2015.
134 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.