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IFP Advisors’s iShares Global Equity Factor ETF GLOF Stock Holding History

IFP Advisors’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 		$18K Buy
345
+153
+80% +$8.23K ﹤0.01% 2835
2025
Q4 		$10.1K Hold
192
– – ﹤0.01% 3057
2025
Q3 		$9.91K Buy
192
+49
+34% +$2.44K ﹤0.01% 2909
2025
Q2 		$6.89K Buy
+143
New +$6.39K ﹤0.01% 3148
2022
Q4 		– Sell
-208
Closed -$7K – 4688
2022
Q3 		$7K Buy
+208
New +$6.66K ﹤0.01% 3852
2020
Q3 		– Sell
-119
Closed -$3.52K – 3280
2020
Q2 		$3K Sell
119
-108
-48% -$2.87K ﹤0.01% 2263
2020
Q1 		$6K Sell
227
-133
-37% -$3.84K ﹤0.01% 1991
2019
Q4 		$11K Hold
360
– – ﹤0.01% 1873
2019
Q3 		$10K Buy
+360
New +$10.4K ﹤0.01% 2075
2019
Q1 		– Sell
-880
Closed -$23K – 2764
2018
Q4 		$23K Sell
880
-110
-11% -$3.09K ﹤0.01% 2044
2018
Q3 		$30K Hold
990
– – ﹤0.01% 2207
2018
Q2 		$30K Hold
990
– – ﹤0.01% 2220
2018
Q1 		$30K Hold
990
– – ﹤0.01% 2129
2017
Q4 		$30K Hold
990
– – ﹤0.01% 2155
2017
Q3 		$29K Buy
990
+5
+0.5% +$140 ﹤0.01% 2359
2017
Q2 		$27K Buy
+985
New +$26.3K ﹤0.01% 2392

Other funds holding GLOF

WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
EF
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 $607M AUM 44.78% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
5W
5T Wealth Napa, California $253M AUM 17.18% 1-Year Est. Return