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World Equity Group’s iShares Global 100 ETF IOO Stock Holding History

World Equity Group’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
2024
Q1 		– Sell
-2,737
Closed -$220K – 341
2023
Q4 		$220K Sell
2,737
-23,255
-89% -$1.78M 0.04% 300
2023
Q3 		$1.9M Buy
+25,992
New +$1.97M 0.4% 59
2022
Q3 		– Sell
-4,196
Closed -$269K – 342
2022
Q2 		$269K Buy
4,196
+1,408
+51% +$97.7K 0.07% 271
2022
Q1 		$212K Buy
+2,788
New +$209K 0.05% 331

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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

World Equity Group's IOO Position: Q1 2024 in Review

World Equity Group sold out of iShares Global 100 ETF (IOO) in Q1 2024, closing a stake of 2,737 shares — an estimated $220K sold.

World Equity Group first reported a position in IOO in Q1 2022 and held it in 4 quarters. The position peaked at $1.9M in Q3 2023. 258 funds tracked by Wall St. Rank hold IOO as of Q1 2024.

  • World Equity Group reported no remaining iShares Global 100 ETF position as of Q1 2024 after selling out during the quarter.
  • World Equity Group sold 2,737 iShares Global 100 ETF shares in Q1 2024, an estimated $220K.
  • World Equity Group first reported a position in iShares Global 100 ETF in Q1 2022 and held it in 4 quarters.
  • World Equity Group's iShares Global 100 ETF position peaked at $1.9M in Q3 2023.
  • 258 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2024.

Based on World Equity Group's 13F filing for Q1 2024, filed 18 Jul 2024.