COMPASS FINANCIAL MANAGEMENT LLC’s iShares Global Equity Factor ETF GLOF Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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
2026 Q2	$131K	Buy	+2,224	New	+$128K	0.02%	503

Other funds holding GLOF

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

JP Morgan Chase

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

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

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

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

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's GLOF Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Global Equity Factor ETF (GLOF) in Q2 2026: 2,224 shares worth $131K. The stake represents 0.02% of the portfolio and ranks #503 among its holdings.

49 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 2,224 shares of iShares Global Equity Factor ETF worth $131K as of Q2 2026.
iShares Global Equity Factor ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Global Equity Factor ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #503 holding.
49 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.