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

Axxcess 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 		$1.79M Buy
+30,380
New +$1.75M 0.03% 407
2026
Q1 		– Sell
-32,244
Closed -$1.7M – 635
2025
Q4 		$1.7M Buy
+32,244
New +$1.69M 0.03% 405

Other funds holding GLOF

GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSBC Holdings
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
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in iShares Global Equity Factor ETF (GLOF) in Q2 2026: 30,380 shares worth $1.79M. The stake represents 0.03% of the portfolio and ranks #407 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in GLOF as recently as Q4 2025.

Axxcess Wealth Management first reported a position in GLOF in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

  • Axxcess Wealth Management held 30,380 shares of iShares Global Equity Factor ETF worth $1.79M as of Q2 2026.
  • iShares Global Equity Factor ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares Global Equity Factor ETF made up 0.03% of Axxcess Wealth Management's portfolio in Q2 2026, its #407 holding.
  • Axxcess Wealth Management first reported a position in iShares Global Equity Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.