AE Wealth Management’s iShares Global Equity Factor ETF GLOF Stock Holding History

AE Wealth Management’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	$52.8K	Sell	897 -32	-3%	-$1.84K	﹤0.01%	2076
2026 Q1	$48.4K	Buy	929 +32	+4%	+$1.72K	﹤0.01%	1961
2025 Q4	$47.3K	Hold	897	–	–	﹤0.01%	1863
2025 Q3	$46.3K	Hold	897	–	–	﹤0.01%	1728
2025 Q2	$43.2K	Sell	897 -249	-22%	-$11.1K	﹤0.01%	1631
2025 Q1	$49.1K	Sell	1,146 -1,110	-49%	-$49.1K	﹤0.01%	1592
2024 Q4	$97.8K	Buy	+2,256	New	+$101K	﹤0.01%	1433
2020 Q2	–	Sell	-85,950	Closed	-$2.06M	–	1296
2020 Q1	$2.06M	Buy	85,950 +36,634	+74%	+$1.06M	0.05%	307
2019 Q4	$1.54M	Buy	+49,316	New	+$1.48M	0.03%	422

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

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

AE Wealth Management's GLOF Position: Q2 2026 in Review

AE Wealth Management reduced its iShares Global Equity Factor ETF (GLOF) stake by 3.4% in Q2 2026, selling an estimated $1.84K and leaving 897 shares worth $52.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

AE Wealth Management first reported a position in GLOF in Q4 2019 and has held it in 9 quarters since. The position peaked at $2.06M in Q1 2020. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

AE Wealth Management held 897 shares of iShares Global Equity Factor ETF worth $52.8K as of Q2 2026.
AE Wealth Management sold 32 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $1.84K.
iShares Global Equity Factor ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2076 holding.
AE Wealth Management first reported a position in iShares Global Equity Factor ETF in Q4 2019 and has held it in 9 quarters since.
AE Wealth Management's iShares Global Equity Factor ETF position peaked at $2.06M in Q1 2020.
66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.