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Colonial Trust Advisors’s iShares Global Equity Factor ETF GLOF Stock Holding History

Colonial Trust 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
Q4 		– Sell
-1
Closed -$52 – 722
2025
Q3 		$52 Hold
1
– – ﹤0.01% 675
2025
Q2 		$48 Hold
1
– – ﹤0.01% 688
2025
Q1 		$43 Hold
1
– – ﹤0.01% 667
2024
Q4 		$43 Hold
1
– – ﹤0.01% 670
2024
Q3 		$44 Sell
1
-6,748
-100% -$290K ﹤0.01% 745
2024
Q2 		$286K Buy
6,749
+66
+1% +$2.73K 0.03% 157
2024
Q1 		$276K Hold
6,683
– – 0.03% 163
2023
Q4 		$253K Buy
6,683
+104
+2% +$3.71K 0.03% 166
2023
Q3 		$226K Hold
6,579
– – 0.03% 176
2023
Q2 		$233K Buy
6,579
+67
+1% +$2.29K 0.03% 179
2023
Q1 		$219K Hold
6,512
– – 0.03% 186
2022
Q4 		$207K Buy
+6,512
New +$207K 0.03% 197
2022
Q2 		– Sell
-6,351
Closed -$234K – 170
2022
Q1 		$234K Hold
6,351
– – 0.03% 172
2021
Q4 		$249K Sell
6,351
-806
-11% -$30.7K 0.03% 170
2021
Q3 		$264K Hold
7,157
– – 0.03% 167
2021
Q2 		$273K Buy
7,157
+61
+0.9% +$2.31K 0.03% 167
2021
Q1 		$259K Buy
7,096
+1,000
+16% +$35.4K 0.03% 165
2020
Q4 		$205K Buy
+6,096
New +$193K 0.03% 162

Other funds holding GLOF

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
DCM
DGS Capital Management Jersey City, New Jersey $609M AUM 44.78% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
3IP
3Chopt Investment Partners Richmond, Virginia $532M AUM 35.46% 1-Year Est. Return

Colonial Trust Advisors's GLOF Position: Q4 2025 in Review

Colonial Trust Advisors sold out of iShares Global Equity Factor ETF (GLOF) in Q4 2025, closing a stake of 1 share — an estimated $52 sold.

Colonial Trust Advisors first reported a position in GLOF in Q4 2020 and held it in 18 quarters. The position peaked at $286K in Q2 2024. 59 funds tracked by Wall St. Rank hold GLOF as of Q4 2025.

  • Colonial Trust Advisors reported no remaining iShares Global Equity Factor ETF position as of Q4 2025 after selling out during the quarter.
  • Colonial Trust Advisors sold 1 iShares Global Equity Factor ETF share in Q4 2025, an estimated $52.
  • Colonial Trust Advisors first reported a position in iShares Global Equity Factor ETF in Q4 2020 and held it in 18 quarters.
  • Colonial Trust Advisors's iShares Global Equity Factor ETF position peaked at $286K in Q2 2024.
  • 59 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q4 2025.

Based on Colonial Trust Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.