LWA
GLOF icon

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

LifeGoal Wealth 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
Q2 		$1.43M Sell
24,288
-1,088
-4% -$62.6K 0.65% 27
2026
Q1 		$1.34M Sell
25,376
-28
-0.1% -$1.51K 0.77% 26
2025
Q4 		$1.34M Sell
25,404
-2,407
-9% -$126K 0.89% 26
2025
Q3 		$1.44M Sell
27,811
-2,516
-8% -$125K 1.19% 18
2025
Q2 		$1.46M Sell
30,327
-11,837
-28% -$529K 1.39% 19
2025
Q1 		$1.81M Sell
42,164
-61,348
-59% -$2.72M 1.95% 14
2024
Q4 		$4.49M Buy
+103,512
New +$4.61M 4.87% 4

Other funds holding GLOF

WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return