Compass Financial Management’s iShares Global Equity Factor ETF GLOF Stock Holding History

Compass Financial Management’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

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

Compass Financial Management's GLOF Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
iShares Global Equity Factor ETF made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #503 holding.
66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.