IWN
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Independent Wealth Network’s iShares Global Equity Factor ETF GLOF Stock Holding History

Independent Wealth Network’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 		– Sell
-9,250
Closed -$488K – 316
2025
Q4 		$488K Sell
9,250
-94
-1% -$4.91K 0.15% 151
2025
Q3 		$482K Sell
9,344
-177
-2% -$8.82K 0.16% 153
2025
Q2 		$459K Sell
9,521
-454
-5% -$20.3K 0.17% 146
2025
Q1 		$427K Sell
9,975
-417
-4% -$18.5K 0.17% 142
2024
Q4 		$451K Buy
10,392
+60
+0.6% +$2.67K 0.18% 138
2024
Q3 		$463K Sell
10,332
-41
-0.4% -$1.76K 0.2% 125
2024
Q2 		$440K Sell
10,373
-15
-0.1% -$621 0.2% 128
2024
Q1 		$429K Sell
10,388
-174
-2% -$6.86K 0.2% 130
2023
Q4 		$400K Sell
10,562
-380
-3% -$13.5K 0.21% 123
2023
Q3 		$376K Sell
10,942
-1,810
-14% -$64.2K 0.23% 114
2023
Q2 		$451K Sell
12,752
-557
-4% -$19.1K 0.27% 97
2023
Q1 		$448K Buy
13,309
+12
+0.1% +$397 0.29% 84
2022
Q4 		$422K Buy
13,297
+74
+0.6% +$2.35K 0.29% 83
2022
Q3 		$386K Sell
13,223
-613
-4% -$19.6K 0.3% 88
2022
Q2 		$430K Sell
13,836
-981
-7% -$33.4K 0.31% 84
2022
Q1 		$547K Buy
14,817
+421
+3% +$15.6K 0.35% 78
2021
Q4 		$564K Buy
14,396
+505
+4% +$19.3K 0.35% 77
2021
Q3 		$535K Buy
+13,891
New +$532K 0.35% 82

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