Daymark Wealth Partners’s iShares Global Equity Factor ETF GLOF Stock Holding History

Daymark Wealth Partners’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	$2.43M	Sell	41,261 -734	-2%	-$42.2K	0.06%	223
2026 Q1	$2.19M	Sell	41,995 -3,931	-9%	-$212K	0.07%	198
2025 Q4	$2.42M	Sell	45,926 -32,700	-42%	-$1.71M	0.08%	173
2025 Q3	$4.06M	Sell	78,626 -10,548	-12%	-$526K	0.14%	129
2025 Q2	$4.3M	Buy	+89,174	New	+$3.98M	0.16%	112

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

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

3IP

3Chopt Investment Partners Richmond, Virginia $532M AUM 35.46% 1-Year Est. Return

Daymark Wealth Partners's GLOF Position: Q2 2026 in Review

Daymark Wealth Partners reduced its iShares Global Equity Factor ETF (GLOF) stake by 1.7% in Q2 2026, selling an estimated $42.2K and leaving 41,261 shares worth $2.43M. The position accounts for 0.06% of the portfolio, ranked #223.

Daymark Wealth Partners first reported a position in GLOF in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.3M in Q2 2025. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

Daymark Wealth Partners held 41,261 shares of iShares Global Equity Factor ETF worth $2.43M as of Q2 2026.
Daymark Wealth Partners sold 734 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $42.2K.
iShares Global Equity Factor ETF made up 0.06% of Daymark Wealth Partners's portfolio in Q2 2026, its #223 holding.
Daymark Wealth Partners first reported a position in iShares Global Equity Factor ETF in Q2 2025 and has held it in 5 quarters since.
Daymark Wealth Partners's iShares Global Equity Factor ETF position peaked at $4.3M in Q2 2025.
66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.