Envestnet Asset Management’s iShares Global Equity Factor ETF GLOF Stock Holding History

Envestnet Asset 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 Q1	$518K	Buy	9,940 +537	+6%	+$28.9K	﹤0.01%	3914
2025 Q4	$496K	Buy	+9,403	New	+$491K	﹤0.01%	3702
2022 Q2	–	Sell	-11,037	Closed	-$407K	–	3970
2022 Q1	$407K	Buy	11,037 +2,765	+33%	+$102K	﹤0.01%	3246
2021 Q4	$324K	Hold	8,272	–	–	﹤0.01%	3360
2021 Q3	$305K	Hold	8,272	–	–	﹤0.01%	3287
2021 Q2	$315K	Sell	8,272 -400	-5%	-$15.1K	﹤0.01%	3254
2021 Q1	$316K	Sell	8,672 -568	-6%	-$20.1K	﹤0.01%	3107
2020 Q4	$311K	Buy	+9,240	New	+$293K	﹤0.01%	2904

Other funds holding GLOF

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return

DCM

DGS Capital Management Jersey City, New Jersey $609M AUM 44.78% 1-Year Est. Return

Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Envestnet Asset Management's GLOF Position: Q1 2026 in Review

Envestnet Asset Management increased its iShares Global Equity Factor ETF (GLOF) stake by 5.7% in Q1 2026, buying an estimated $28.9K and bringing the position to 9,940 shares worth $518K. The position accounts for ﹤0.01% of the portfolio, ranked #3914.

Envestnet Asset Management first reported a position in GLOF in Q4 2020 and has held it in 8 quarters since. 66 funds tracked by Wall St. Rank hold GLOF as of Q1 2026.

Envestnet Asset Management held 9,940 shares of iShares Global Equity Factor ETF worth $518K as of Q1 2026.
Envestnet Asset Management bought 537 iShares Global Equity Factor ETF shares in Q1 2026, an estimated $28.9K.
iShares Global Equity Factor ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3914 holding.
Envestnet Asset Management first reported a position in iShares Global Equity Factor ETF in Q4 2020 and has held it in 8 quarters since.
66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.