Cohalo Advisory’s iShares Global Equity Factor ETF GLOF Stock Holding History

Cohalo Advisory’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	$237K	Sell	4,026 -38	-0.9%	-$2.19K	14.32%	2
2026 Q1	$212K	Sell	4,064 -158	-4%	-$8.5K	14.99%	3
2025 Q4	$223K	Sell	4,222 -99	-2%	-$5.17K	16.52%	3
2025 Q3	$223K	Hold	4,321	–	–	17.4%	2
2025 Q2	$208K	Buy	+4,321	New	+$193K	15.92%	2
2025 Q1	–	Sell	-5,373	Closed	-$233K	–	14
2024 Q4	$233K	Buy	+5,373	New	+$239K	19.94%	4

Other funds holding GLOF

GFG

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

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

DWP

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

Cohalo Advisory's GLOF Position: Q2 2026 in Review

Cohalo Advisory reduced its iShares Global Equity Factor ETF (GLOF) stake by 0.94% in Q2 2026, selling an estimated $2.19K and leaving 4,026 shares worth $237K. The position accounts for 14.32% of the portfolio, ranked #2.

Cohalo Advisory first reported a position in GLOF in Q4 2024 and has held it in 6 quarters since. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

Cohalo Advisory held 4,026 shares of iShares Global Equity Factor ETF worth $237K as of Q2 2026.
Cohalo Advisory sold 38 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $2.19K.
iShares Global Equity Factor ETF made up 14.32% of Cohalo Advisory's portfolio in Q2 2026, its #2 holding.
Cohalo Advisory first reported a position in iShares Global Equity Factor ETF in Q4 2024 and has held it in 6 quarters since.
66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on Cohalo Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.