AWM
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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
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

WA
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
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
DCM
DGS Capital Management Jersey City, New Jersey $607M AUM 44.78% 1-Year Est. Return
IP
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
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
5W
5T Wealth Napa, California $253M AUM 17.18% 1-Year Est. Return