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

Burt Wealth Advisors’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
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

Other funds holding GLOF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PC
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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return

Burt Wealth Advisors's GLOF Position: Q3 2025 in Review

Burt Wealth Advisors held its iShares Global Equity Factor ETF (GLOF) position steady in Q3 2025 at 9,117 shares worth $471K. The position accounts for 0.12% of the portfolio, ranked #71.

Burt Wealth Advisors first reported a position in GLOF in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.06M in Q4 2021. 57 funds tracked by Wall St. Rank hold GLOF as of Q3 2025.

  • Burt Wealth Advisors held 9,117 shares of iShares Global Equity Factor ETF worth $471K as of Q3 2025.
  • Burt Wealth Advisors left its iShares Global Equity Factor ETF share count unchanged in Q3 2025.
  • iShares Global Equity Factor ETF made up 0.12% of Burt Wealth Advisors's portfolio in Q3 2025, its #71 holding.
  • Burt Wealth Advisors first reported a position in iShares Global Equity Factor ETF in Q2 2020 and has held it in 17 quarters since.
  • Burt Wealth Advisors's iShares Global Equity Factor ETF position peaked at $1.06M in Q4 2021.
  • 57 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.