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Catalyst Private Wealth’s iShares Global Equity Factor ETF GLOF Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-7
Closed – – 147
2020
Q3 		$0 Buy
+7
New +$207 ﹤0.01% 300

Other funds holding GLOF

AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Catalyst Private Wealth's GLOF Position: Q4 2020 in Review

Catalyst Private Wealth sold out of iShares Global Equity Factor ETF (GLOF) in Q4 2020, closing a stake of 7 shares.

Catalyst Private Wealth first reported a position in GLOF in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 30 funds tracked by Wall St. Rank hold GLOF as of Q4 2020.

  • Catalyst Private Wealth reported no remaining iShares Global Equity Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 7 iShares Global Equity Factor ETF shares in Q4 2020.
  • Catalyst Private Wealth first reported a position in iShares Global Equity Factor ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's iShares Global Equity Factor ETF position peaked at $0 in Q3 2020.
  • 30 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.