Darwin Wealth Management’s iShares Global Equity Factor ETF GLOF Stock Holding History

Darwin Wealth 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	$1.79M	Sell	30,379 -1,078	-3%	-$62K	0.49%	61
2026 Q1	$1.64M	Sell	31,457 -1,926	-6%	-$104K	0.51%	62
2025 Q4	$1.76M	Sell	33,383 -1,501	-4%	-$78.5K	0.55%	52
2025 Q3	$1.8M	Sell	34,884 -1,346	-4%	-$67.1K	0.57%	50
2025 Q2	$1.75M	Sell	36,230 -134	-0.4%	-$5.99K	0.6%	48
2025 Q1	$1.58M	Hold	36,364	–	–	0.53%	54
2024 Q4	$1.58M	Sell	36,364 -12,375	-25%	-$551K	0.53%	54
2024 Q3	$2.18M	Sell	48,739 -7,064	-13%	-$304K	0.6%	56
2024 Q2	$2.37M	Sell	55,803 -2,860	-5%	-$118K	1.17%	28
2024 Q1	$2.42M	Buy	58,663 +461	+0.8%	+$18.2K	0.68%	44
2023 Q4	$2.2M	Sell	58,202 -7,584	-12%	-$270K	0.59%	53
2023 Q3	$2.26M	Sell	65,786 -3,049	-4%	-$108K	0.61%	47
2023 Q2	$2.43M	Sell	68,835 -5,774	-8%	-$198K	0.63%	46
2023 Q1	$2.55M	Sell	74,609 -7,526	-9%	-$249K	0.69%	38
2022 Q4	$2.74M	Sell	82,135 -18,427	-18%	-$586K	0.71%	38
2022 Q3	$3.02M	Sell	100,562 -69,832	-41%	-$2.24M	0.76%	36
2022 Q2	$5.59M	Sell	170,394 -56,053	-25%	-$1.91M	1.13%	27
2022 Q1	$8.36M	Sell	226,447 -41,021	-15%	-$1.52M	1.37%	20
2021 Q4	$10M	Sell	267,468 -61,297	-19%	-$2.34M	1.58%	16
2021 Q3	$12.1M	Sell	328,765 -40,431	-11%	-$1.55M	1.94%	15
2021 Q2	$14.1M	Buy	369,196 +275,697	+295%	+$10.4M	2.29%	12
2021 Q1	$3.41M	Buy	93,499 +5,469	+6%	+$194K	0.6%	44
2020 Q4	$2.96M	Buy	88,030 +20,337	+30%	+$644K	0.56%	50
2020 Q3	$2.01M	Buy	67,693 +56,794	+521%	+$1.68M	0.43%	63
2020 Q2	$303K	Buy	+10,899	New	+$290K	0.08%	126

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

Darwin Wealth Management's GLOF Position: Q2 2026 in Review

Darwin Wealth Management reduced its iShares Global Equity Factor ETF (GLOF) stake by 3.4% in Q2 2026, selling an estimated $62K and leaving 30,379 shares worth $1.79M. The position accounts for 0.49% of the portfolio, ranked #61.

Darwin Wealth Management first reported a position in GLOF in Q2 2020 and has held it in 25 quarters since. The position peaked at $14.1M in Q2 2021. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

Darwin Wealth Management held 30,379 shares of iShares Global Equity Factor ETF worth $1.79M as of Q2 2026.
Darwin Wealth Management sold 1,078 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $62K.
iShares Global Equity Factor ETF made up 0.49% of Darwin Wealth Management's portfolio in Q2 2026, its #61 holding.
Darwin Wealth Management first reported a position in iShares Global Equity Factor ETF in Q2 2020 and has held it in 25 quarters since.
Darwin Wealth Management's iShares Global Equity Factor ETF position peaked at $14.1M in Q2 2021.
66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.