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Goldstone Financial Group’s iShares Global Equity Factor ETF GLOF Stock Holding History

Goldstone Financial Group’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 		$19.9M Buy
338,741
+182,375
+117% +$10.5M 1.82% 9
2026
Q1 		$8.15M Buy
+156,366
New +$8.41M 0.88% 32

Other funds holding GLOF

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

Goldstone Financial Group's GLOF Position: Q2 2026 in Review

Goldstone Financial Group increased its iShares Global Equity Factor ETF (GLOF) stake by 117% in Q2 2026, buying an estimated $10.5M and bringing the position to 338,741 shares worth $19.9M. The position accounts for 1.82% of the portfolio, ranked #9.

Goldstone Financial Group first reported a position in GLOF in Q1 2026 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

  • Goldstone Financial Group held 338,741 shares of iShares Global Equity Factor ETF worth $19.9M as of Q2 2026.
  • Goldstone Financial Group bought 182,375 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $10.5M.
  • iShares Global Equity Factor ETF made up 1.82% of Goldstone Financial Group's portfolio in Q2 2026, its #9 holding.
  • Goldstone Financial Group first reported a position in iShares Global Equity Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.