5T Wealth’s iShares Global Equity Factor ETF GLOF Stock Holding History

5T Wealth’s Portfolio GLOF Stock Details GLOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.43M	Sell	41,242 -1,727	-4%	-$99.3K	0.9%	33
2026 Q1	$2.24M	Buy	42,969 +1,674	+4%	+$90.1K	0.89%	37
2025 Q4	$2.18M	Buy	41,295 +2,290	+6%	+$120K	0.87%	37
2025 Q3	$2.01M	Buy	39,005 +1,344	+4%	+$67K	0.88%	38
2025 Q2	$1.82M	Buy	+37,661	New	+$1.68M	0.86%	36

Other funds holding GLOF

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

3IP

3Chopt Investment Partners Richmond, Virginia $532M AUM 35.46% 1-Year Est. Return

5T Wealth's GLOF Position: Q2 2026 in Review

5T Wealth reduced its iShares Global Equity Factor ETF (GLOF) stake by 4% in Q2 2026, selling an estimated $99.3K and leaving 41,242 shares worth $2.43M. The position accounts for 0.9% of the portfolio, ranked #33.

5T Wealth first reported a position in GLOF in Q2 2025 and has held it in 5 quarters since. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

5T Wealth held 41,242 shares of iShares Global Equity Factor ETF worth $2.43M as of Q2 2026.
5T Wealth sold 1,727 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $99.3K.
iShares Global Equity Factor ETF made up 0.9% of 5T Wealth's portfolio in Q2 2026, its #33 holding.
5T Wealth first reported a position in iShares Global Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on 5T Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.