WA
IOO icon

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

WestEnd 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
-397
Closed -$48.1K – 428
2026
Q1 		$48.1K Buy
+397
New +$50.1K ﹤0.01% 58
2025
Q1 		– Sell
-198
Closed -$20K – 361
2024
Q4 		$20K Buy
+198
New +$19.9K ﹤0.01% 65
2024
Q1 		– Sell
-65
Closed -$5.23K – 360
2023
Q4 		$5.23K Buy
+65
New +$4.97K ﹤0.01% 73
2022
Q1 		– Sell
-843
Closed -$65.8K – 360
2021
Q4 		$65.8K Buy
+843
New +$63.8K ﹤0.01% 49

Other funds holding IOO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WestEnd Advisors's IOO Position: Q2 2026 in Review

WestEnd Advisors sold out of iShares Global 100 ETF (IOO) in Q2 2026, closing a stake of 397 shares — an estimated $48.1K sold.

WestEnd Advisors first reported a position in IOO in Q4 2021 and held it in 4 quarters. The position peaked at $65.8K in Q4 2021. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • WestEnd Advisors reported no remaining iShares Global 100 ETF position as of Q2 2026 after selling out during the quarter.
  • WestEnd Advisors sold 397 iShares Global 100 ETF shares in Q2 2026, an estimated $48.1K.
  • WestEnd Advisors first reported a position in iShares Global 100 ETF in Q4 2021 and held it in 4 quarters.
  • WestEnd Advisors's iShares Global 100 ETF position peaked at $65.8K in Q4 2021.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.