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Core Wealth Advisors (Florida)’s iShares Global Equity Factor ETF GLOF Stock Holding History

Core Wealth Advisors (Florida)’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
Q1 		– Sell
-975
Closed -$30K – 158
2019
Q4 		$30K Buy
+975
New +$29.3K 0.02% 69

Other funds holding GLOF

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Core Wealth Advisors (Florida)'s GLOF Position: Q1 2020 in Review

Core Wealth Advisors (Florida) sold out of iShares Global Equity Factor ETF (GLOF) in Q1 2020, closing a stake of 975 shares — an estimated $30K sold.

Core Wealth Advisors (Florida) first reported a position in GLOF in Q4 2019 and held it in 1 quarter. The position peaked at $30K in Q4 2019. 24 funds tracked by Wall St. Rank hold GLOF as of Q1 2020.

  • Core Wealth Advisors (Florida) reported no remaining iShares Global Equity Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 975 iShares Global Equity Factor ETF shares in Q1 2020, an estimated $30K.
  • Core Wealth Advisors (Florida) first reported a position in iShares Global Equity Factor ETF in Q4 2019 and held it in 1 quarter.
  • Core Wealth Advisors (Florida)'s iShares Global Equity Factor ETF position peaked at $30K in Q4 2019.
  • 24 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q1 2020.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2020, filed 29 Apr 2020.