Belpointe Asset Management’s iShares Global Equity Factor ETF GLOF Stock Holding History

Belpointe Asset 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
2025 Q4	–	Sell	-6,014	Closed	-$310K	–	1057
2025 Q3	$310K	Buy	+6,014	New	+$300K	0.01%	786
2023 Q2	–	Sell	-9,445	Closed	-$318K	–	1655
2023 Q1	$318K	Buy	9,445 +129	+1%	+$4.27K	0.02%	722
2022 Q4	$296K	Buy	+9,316	New	+$296K	0.02%	735
2021 Q3	–	Sell	-7,053	Closed	-$269K	–	1203
2021 Q2	$269K	Buy	7,053 +403	+6%	+$15.3K	0.02%	718
2021 Q1	$243K	Buy	+6,650	New	+$235K	0.02%	677

Other funds holding GLOF

JP Morgan Chase

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

Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 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

Bank of America

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $3.18B AUM 23.46% 1-Year Est. Return

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

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

3Chopt Investment Partners Richmond, Virginia $437M AUM 25.93% 1-Year Est. Return