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 New York $1.81T AUM 41.13% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

DCM

DGS Capital Management Jersey City, New Jersey $609M AUM 44.78% 1-Year Est. Return

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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

CFA

Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

3IP

3Chopt Investment Partners Richmond, Virginia $532M AUM 35.46% 1-Year Est. Return

Belpointe Asset Management's GLOF Position: Q4 2025 in Review

Belpointe Asset Management sold out of iShares Global Equity Factor ETF (GLOF) in Q4 2025, closing a stake of 6,014 shares — an estimated $310K sold.

Belpointe Asset Management first reported a position in GLOF in Q1 2021 and held it in 5 quarters. The position peaked at $318K in Q1 2023. 59 funds tracked by Wall St. Rank hold GLOF as of Q4 2025.

Belpointe Asset Management reported no remaining iShares Global Equity Factor ETF position as of Q4 2025 after selling out during the quarter.
Belpointe Asset Management sold 6,014 iShares Global Equity Factor ETF shares in Q4 2025, an estimated $310K.
Belpointe Asset Management first reported a position in iShares Global Equity Factor ETF in Q1 2021 and held it in 5 quarters.
Belpointe Asset Management's iShares Global Equity Factor ETF position peaked at $318K in Q1 2023.
59 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.