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Upturn AI Summary
iShares Global 100 ETF(IOO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IOO
11/06/2026: IOO (2-star) is currently NOT-A-BUY. Pass it for now.
The iShares Global 100 ETF (IOO) offers investors targeted exposure to 100 of the largest and most established companies worldwide. By tracking the S&P Global 100 Index, it provides a high-quality portfolio concentrated in dominant market leaders, primarily within the technology and consumer sectors. Its main strengths include strong liquidity, issuer reliability, and a focus on proven global blue-chips. While it offers excellent core portfolio growth potential, investors should be aware of concentration risks inherent in holding a limited number of mega-cap stocks. It is most suitable for long-term investors seeking global diversification through industry-leading brands.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The portfolio is dominated by market-leading growth companies with significant scale and innovation capabilities. |
| Momentum investor | Strong fit while signal remains positive | The ETF captures high-performing market leaders that often exhibit strong relative strength and momentum characteristics. |
| Value investor | Mixed fit | While it includes mature, profitable firms, the focus is more on growth and quality than purely undervalued assets. |
| Dividend/Income investor | Mixed fit | The fund provides consistent dividends from established companies, though yield may be lower than dedicated dividend-focused funds. |
| Low-risk investor | Mixed fit | While diversified, the fund is 100% equity-based and subject to market-wide volatility and concentration risks. |
Investor Profile
Ideal Investor Profile
Investors seeking a core allocation to the world's most recognizable and dominant companies.
Suitability
Best for long-term investors looking for a 'set-and-forget' core equity holding with exposure to global blue-chip leaders.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity-only fund, it is subject to the inherent price swings of the global stock market. |
| Market risk | High | The fund is fully exposed to systematic risks that affect the global equity markets. |
| Concentration | High | Holding only 100 names increases sensitivity to the performance of specific mega-cap leaders. |
| Tracking/expense | Low | BlackRock's efficient management ensures the fund closely tracks its benchmark with minimal tracking error. |
| Liquidity | Low | High trading volumes ensure that liquidity risks are negligible for standard retail investors. |
| Business/sector quality | Low / none | The fund focuses on established, blue-chip companies which generally possess high business quality. |
Risk Analysis
Volatility
IOO experiences volatility consistent with a concentrated portfolio of large-cap growth stocks, often tracking the tech-heavy S&P 100/Global 100 indices.
Market Risk
The fund is inherently exposed to global equity market cycles, meaning economic downturns or sector-specific shocks can significantly impact the net asset value.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Geography | United States Equities | 72 | Provides significant exposure to the largest and most influential companies based in the U.S. economy. |
| Geography | International Developed Markets (Europe/Asia) | 27.5 | Offers essential geographic diversification into established non-U.S. developed market leaders. |
| Cash/collateral | Cash and Cash Equivalents | 0.5 | Maintains minimal liquidity to manage daily creation and redemption activity. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 52.38% | Avg. Invested days 93 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/06/2026 |
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