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BOLTON SECURITIES CORPORATION’s iShares Global 100 ETF IOO Stock Holding History

BOLTON SECURITIES CORPORATION’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
2025
Q3 		$4.16M Buy
+34,677
New +$3.95M 0.2% 132
2025
Q1 		$1.58M Buy
+16,384
New +$1.66M 0.09% 239

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
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Stephens Inc
Stephens Inc Little Rock, Arkansas $9.06B AUM 17.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IOO Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares Global 100 ETF (IOO) in Q3 2025: 34,677 shares worth $4.16M. The stake represents 0.2% of the portfolio and ranks #132 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in IOO as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in IOO in Q1 2025 and has held it in 2 quarters since. 322 funds tracked by Wall St. Rank hold IOO as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 34,677 shares of iShares Global 100 ETF worth $4.16M as of Q3 2025.
  • iShares Global 100 ETF was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • iShares Global 100 ETF made up 0.2% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #132 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares Global 100 ETF in Q1 2025 and has held it in 2 quarters since.
  • 322 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.