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iShares S&P Global 100 Index shares owned by One Charles Private Wealth Services

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by One Charles Private Wealth Services from 13F filings

Historical chart of One Charles Private Wealth Services investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global 100 Index by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $417k 3.1k 136.59

More positions owned by One Charles Private Wealth Services

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Texas Pacific Land Corp (TPL)
Listed Fds Tr Hori Ki Infl Etf (INFL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Landbridge Company Cl A (LB)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Janus Detroit Str Tr Hend Secu In Etf (JSI)
Apple (AAPL)
Vanguard World Inf Tech Etf (VGT)
Lam Research Corp Com New (LRCX)

View all positions for One Charles Private Wealth Services

Top funds holding iShares S&P Global 100 Index

BlackRock
Northwestern Mutual Wealth Management Company
LPL Financial
Bank of America Corporation
Morgan Stanley
Raymond James Financial
Stephens
UBS Group
Royal Bank of Canada
Assetmark
Cetera Investment Advisers
Envestnet Asset Management
Amplius Wealth Advisors
Wells Fargo & Company
Advisor Group Holdings

View all funds holding iShares S&P Global 100 Index