Burt Wealth Advisors’s iShares Global Equity Factor ETF GLOF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$471K	Hold	9,117	–	–	0.12%	71
2025 Q2	$439K	Buy	9,117 +1,802	+25%	+$80.5K	0.1%	75
2025 Q1	$313K	Hold	7,315	–	–	0.08%	86
2024 Q4	$317K	Hold	7,315	–	–	0.08%	88
2024 Q3	$327K	Hold	7,315	–	–	0.08%	85
2024 Q2	$310K	Sell	7,315 -250	-3%	-$10.3K	0.08%	85
2024 Q1	$313K	Buy	7,565 +250	+3%	+$9.86K	0.08%	87
2023 Q4	$277K	Hold	7,315	–	–	0.08%	90
2023 Q3	$251K	Hold	7,315	–	–	0.08%	87
2023 Q2	$259K	Sell	7,315 -1,250	-15%	-$42.8K	0.08%	90
2023 Q1	$288K	Buy	8,565 +246	+3%	+$8.14K	0.09%	86
2022 Q4	$264K	Sell	8,319 -3,584	-30%	-$114K	0.09%	91
2022 Q3	$348K	Buy	+11,903	New	+$381K	0.14%	58
2022 Q1	–	Sell	-27,023	Closed	-$1.06M	–	103
2021 Q4	$1.06M	Buy	+27,023	New	+$1.03M	0.35%	24
2021 Q1	–	Sell	-730	Closed	-$25K	–	198
2020 Q4	$25K	Hold	730	–	–	0.01%	227
2020 Q3	$22K	Hold	730	–	–	0.01%	235
2020 Q2	$20K	Buy	+730	New	+$19.4K	0.01%	232