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World Investment Advisors’s iShares Global 100 ETF IOO Stock Holding History

World Investment 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 		$910K Sell
7,522
-600
-7% -$81.6K 0.02% 736
2026
Q1 		$983K Sell
8,122
-238
-3% -$30K 0.02% 714
2025
Q4 		$1.06M Sell
8,360
-770
-8% -$95.7K 0.02% 667
2025
Q3 		$1.1M Sell
9,130
-78
-0.8% -$8.88K 0.02% 539
2025
Q2 		$993K Sell
9,208
-574
-6% -$57K 0.02% 524
2025
Q1 		$942K Sell
9,782
-194
-2% -$19.6K 0.02% 529
2024
Q4 		$1.01M Sell
9,976
-411
-4% -$41.3K 0.03% 473
2024
Q3 		$1.03M Buy
+10,387
New +$1M 0.03% 415

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

World Investment Advisors's IOO Position: Q2 2026 in Review

World Investment Advisors reduced its iShares Global 100 ETF (IOO) stake by 7.4% in Q2 2026, selling an estimated $81.6K and leaving 7,522 shares worth $910K. The position accounts for 0.02% of the portfolio, ranked #736.

World Investment Advisors first reported a position in IOO in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q3 2025. 378 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

  • World Investment Advisors held 7,522 shares of iShares Global 100 ETF worth $910K as of Q2 2026.
  • World Investment Advisors sold 600 iShares Global 100 ETF shares in Q2 2026, an estimated $81.6K.
  • iShares Global 100 ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #736 holding.
  • World Investment Advisors first reported a position in iShares Global 100 ETF in Q3 2024 and has held it in 8 quarters since.
  • World Investment Advisors's iShares Global 100 ETF position peaked at $1.1M in Q3 2025.
  • 378 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.