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 Q2	$534K	Sell	9,088 -852	-9%	-$49K	﹤0.01%	4022
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

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

Envestnet Asset Management's GLOF Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares Global Equity Factor ETF (GLOF) stake by 8.6% in Q2 2026, selling an estimated $49K and leaving 9,088 shares worth $534K. The position accounts for ﹤0.01% of the portfolio, ranked #4022.

Envestnet Asset Management first reported a position in GLOF in Q4 2020 and has held it in 9 quarters since. 67 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

Envestnet Asset Management held 9,088 shares of iShares Global Equity Factor ETF worth $534K as of Q2 2026.
Envestnet Asset Management sold 852 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $49K.
iShares Global Equity Factor ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4022 holding.
Envestnet Asset Management first reported a position in iShares Global Equity Factor ETF in Q4 2020 and has held it in 9 quarters since.
67 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.