Zimmermann Investment Management & Planning’s iShares Global 100 ETF IOO Stock Holding History

Zimmermann Investment Management & Planning’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 Q4	–	Sell	-51,422	Closed	-$5.1M	–	59
2024 Q3	$5.1M	Sell	51,422 -55	-0.1%	-$5.31K	1.56%	19
2024 Q2	$4.97M	Sell	51,477 -3,495	-6%	-$320K	1.66%	21
2024 Q1	$4.92M	Sell	54,972 -44,804	-45%	-$3.8M	1.77%	18
2023 Q4	$8.03M	Buy	99,776 +9,053	+10%	+$692K	3.29%	5
2023 Q3	$6.64M	Buy	+90,723	New	+$6.88M	3.19%	5
2023 Q1	–	Sell	-8,614	Closed	-$552K	–	117
2022 Q4	$552K	Sell	8,614 -13,714	-61%	-$880K	0.32%	53
2022 Q3	$1.33M	Sell	22,328 -21,243	-49%	-$1.41M	0.83%	28
2022 Q2	$2.79M	Buy	43,571 +11,264	+35%	+$782K	1.91%	18
2022 Q1	$2.46M	Buy	32,307 +5,760	+22%	+$432K	1.46%	24
2021 Q4	$2.07M	Buy	+26,547	New	+$2.01M	1.16%	29

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

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zimmermann Investment Management & Planning's IOO Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of iShares Global 100 ETF (IOO) in Q4 2024, closing a stake of 51,422 shares — an estimated $5.1M sold.

Zimmermann Investment Management & Planning first reported a position in IOO in Q4 2021 and held it in 10 quarters. The position peaked at $8.03M in Q4 2023. 308 funds tracked by Wall St. Rank hold IOO as of Q4 2024.

Zimmermann Investment Management & Planning reported no remaining iShares Global 100 ETF position as of Q4 2024 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 51,422 iShares Global 100 ETF shares in Q4 2024, an estimated $5.1M.
Zimmermann Investment Management & Planning first reported a position in iShares Global 100 ETF in Q4 2021 and held it in 10 quarters.
Zimmermann Investment Management & Planning's iShares Global 100 ETF position peaked at $8.03M in Q4 2023.
308 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.