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

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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

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

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

LifeGoal Wealth Advisors's GLOF Position: Q2 2026 in Review

LifeGoal Wealth Advisors reduced its iShares Global Equity Factor ETF (GLOF) stake by 4.3% in Q2 2026, selling an estimated $62.6K and leaving 24,288 shares worth $1.43M. The position accounts for 0.65% of the portfolio, ranked #27.

LifeGoal Wealth Advisors first reported a position in GLOF in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.49M in Q4 2024. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

LifeGoal Wealth Advisors held 24,288 shares of iShares Global Equity Factor ETF worth $1.43M as of Q2 2026.
LifeGoal Wealth Advisors sold 1,088 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $62.6K.
iShares Global Equity Factor ETF made up 0.65% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #27 holding.
LifeGoal Wealth Advisors first reported a position in iShares Global Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
LifeGoal Wealth Advisors's iShares Global Equity Factor ETF position peaked at $4.49M in Q4 2024.
66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.