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

JMN Financial’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	$579K	Buy	9,852 +660	+7%	+$38K	0.45%	55
2026 Q1	$479K	Buy	9,192 +411	+5%	+$22.1K	0.47%	60
2025 Q4	$463K	Buy	+8,781	New	+$459K	0.46%	53

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

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

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

3IP

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

SWM

SHP Wealth Management Plymouth, Massachusetts $1.45B AUM

JMN Financial's GLOF Position: Q2 2026 in Review

JMN Financial increased its iShares Global Equity Factor ETF (GLOF) stake by 7.2% in Q2 2026, buying an estimated $38K and bringing the position to 9,852 shares worth $579K. The position accounts for 0.45% of the portfolio, ranked #55.

JMN Financial first reported a position in GLOF in Q4 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

JMN Financial held 9,852 shares of iShares Global Equity Factor ETF worth $579K as of Q2 2026.
JMN Financial bought 660 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $38K.
iShares Global Equity Factor ETF made up 0.45% of JMN Financial's portfolio in Q2 2026, its #55 holding.
JMN Financial first reported a position in iShares Global Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
61 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on JMN Financial's 13F filing for Q2 2026, filed 10 Aug 2026.