Blue Oak Capital’s iShares Global Equity Factor ETF GLOF Stock Holding History

Blue Oak Capital’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 Q2	$1.73M	Buy	+35,862	New	+$1.6M	0.91%	27

Other funds holding GLOF

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

Promus Capital Chicago, Illinois $157M AUM 18.1% 1-Year Est. Return

DCM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

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

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

HSBC Holdings London, United Kingdom $239B AUM 42.32% 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

Blue Oak Capital's GLOF Position: Q2 2025 in Review

Blue Oak Capital opened a new position in iShares Global Equity Factor ETF (GLOF) in Q2 2025: 35,862 shares worth $1.73M. The stake represents 0.91% of the portfolio and ranks #27 among its holdings.

51 funds tracked by Wall St. Rank hold GLOF as of Q2 2025.

Blue Oak Capital held 35,862 shares of iShares Global Equity Factor ETF worth $1.73M as of Q2 2025.
iShares Global Equity Factor ETF was a new Blue Oak Capital position in Q2 2025.
iShares Global Equity Factor ETF made up 0.91% of Blue Oak Capital's portfolio in Q2 2025, its #27 holding.
51 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.