Creative Planning
GLOF icon

Creative Planning’s iShares Global Equity Factor ETF GLOF Stock Holding History

Creative Planning’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 		$1.87M Sell
31,850
-288
-0.9% -$16.6K ﹤0.01% 2136
2026
Q1 		$1.68M Buy
32,138
+70
+0.2% +$3.77K ﹤0.01% 2050
2025
Q4 		$1.69M Buy
32,068
+8,593
+37% +$449K ﹤0.01% 1853
2025
Q3 		$1.21M Sell
23,475
-71
-0.3% -$3.54K ﹤0.01% 1938
2025
Q2 		$1.13M Buy
23,546
+150
+0.6% +$6.7K ﹤0.01% 1744
2025
Q1 		$1M Sell
23,396
-504
-2% -$22.3K ﹤0.01% 1713
2024
Q4 		$1.04M Buy
23,900
+667
+3% +$29.7K ﹤0.01% 1618
2024
Q3 		$1.04M Buy
23,233
+75
+0.3% +$3.22K ﹤0.01% 1487
2024
Q2 		$982K Sell
23,158
-1,580
-6% -$65.4K ﹤0.01% 1411
2024
Q1 		$1.02M Sell
24,738
-234
-0.9% -$9.23K ﹤0.01% 1329
2023
Q4 		$946K Buy
24,972
+49
+0.2% +$1.75K ﹤0.01% 1264
2023
Q3 		$857K Sell
24,923
-4,936
-17% -$175K ﹤0.01% 1246
2023
Q2 		$1.06M Sell
29,859
-1,847
-6% -$63.2K ﹤0.01% 1101
2023
Q1 		$1.07M Sell
31,706
-150
-0.5% -$4.96K ﹤0.01% 1047
2022
Q4 		$1.01M Sell
31,856
-1,382
-4% -$44K ﹤0.01% 1028
2022
Q3 		$970K Buy
33,238
+301
+0.9% +$9.64K ﹤0.01% 981
2022
Q2 		$1.02M Buy
32,937
+93
+0.3% +$3.16K ﹤0.01% 969
2022
Q1 		$1.21M Buy
32,844
+697
+2% +$25.8K ﹤0.01% 903
2021
Q4 		$1.26M Sell
32,147
-4,785
-13% -$183K ﹤0.01% 850
2021
Q3 		$1.36M Sell
36,932
-530
-1% -$20.3K ﹤0.01% 814
2021
Q2 		$1.43M Sell
37,462
-7,673
-17% -$290K ﹤0.01% 795
2021
Q1 		$1.65M Sell
45,135
-2,448
-5% -$86.6K ﹤0.01% 805
2020
Q4 		$1.6M Buy
47,583
+989
+2% +$31.3K ﹤0.01% 751
2020
Q3 		$1.38M Sell
46,594
-5,588
-11% -$165K ﹤0.01% 688
2020
Q2 		$1.45M Sell
52,182
-3,889
-7% -$103K ﹤0.01% 612
2020
Q1 		$1.34M Sell
56,071
-10,860
-16% -$314K ﹤0.01% 545
2019
Q4 		$2.09M Sell
66,931
-42,487
-39% -$1.28M 0.01% 502
2019
Q3 		$3.17M Sell
109,418
-28,221
-21% -$815K 0.01% 381
2019
Q2 		$4.03M Sell
137,639
-67,945
-33% -$1.97M 0.01% 331
2019
Q1 		$5.97M Buy
205,584
+37,302
+22% +$1.06M 0.02% 246
2018
Q4 		$4.37M Buy
168,282
+36,761
+28% +$1.03M 0.02% 273
2018
Q3 		$4.04M Buy
131,521
+44,928
+52% +$1.37M 0.02% 316
2018
Q2 		$2.6M Buy
86,593
+62,020
+252% +$1.92M 0.01% 411
2018
Q1 		$760K Buy
+24,573
New +$775K ﹤0.01% 876

Other funds holding GLOF

GFG
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSBC Holdings
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
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

Creative Planning's GLOF Position: Q2 2026 in Review

Creative Planning reduced its iShares Global Equity Factor ETF (GLOF) stake by 0.9% in Q2 2026, selling an estimated $16.6K and leaving 31,850 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #2136.

Creative Planning first reported a position in GLOF in Q1 2018 and has held it in 34 quarters since. The position peaked at $5.97M in Q1 2019. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

  • Creative Planning held 31,850 shares of iShares Global Equity Factor ETF worth $1.87M as of Q2 2026.
  • Creative Planning sold 288 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $16.6K.
  • iShares Global Equity Factor ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2136 holding.
  • Creative Planning first reported a position in iShares Global Equity Factor ETF in Q1 2018 and has held it in 34 quarters since.
  • Creative Planning's iShares Global Equity Factor ETF position peaked at $5.97M in Q1 2019.
  • 66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.