Advisory Services Network’s iShares Global Equity Factor ETF GLOF Stock Holding History

Advisory Services Network’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 Q1	$71.5K	Buy	+1,371	New	+$73.8K	﹤0.01%	2410
2025 Q4	–	Sell	-1,371	Closed	-$70.8K	–	2805
2025 Q3	$70.8K	Buy	+1,371	New	+$68.3K	﹤0.01%	2257
2024 Q1	–	Sell	-67	Closed	-$2.54K	–	2328
2023 Q4	$2.54K	Buy	+67	New	+$2.39K	﹤0.01%	3333
2023 Q2	–	Sell	-832	Closed	-$28K	–	2314
2023 Q1	$28K	Buy	+832	New	+$27.5K	﹤0.01%	2351
2021 Q3	–	Sell	-2,176	Closed	-$83K	–	2139
2021 Q2	$83K	Buy	+2,176	New	+$82.4K	﹤0.01%	1718
2021 Q1	–	Sell	-2,107	Closed	-$71K	–	2044
2020 Q4	$71K	Buy	2,107 +215	+11%	+$6.81K	﹤0.01%	1497
2020 Q3	$56K	Buy	+1,892	New	+$56K	﹤0.01%	1532
2020 Q2	–	Sell	-2,085	Closed	-$50K	–	1715
2020 Q1	$50K	Hold	2,085	–	–	﹤0.01%	1390
2019 Q4	$65K	Buy	+2,085	New	+$62.7K	﹤0.01%	1373

Other funds holding GLOF

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

DGS Capital Management Jersey City, New Jersey $607M AUM 44.78% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Raymond James Financial

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

Bank of America

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

5T Wealth Napa, California $253M AUM 17.18% 1-Year Est. Return