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 Q3	$1.41M	Sell	23,321 -967	-4%	-$58.2K	0.43%	41
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

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

MWML

M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LifeGoal Wealth Advisors's GLOF Position: Q3 2026 in Review

LifeGoal Wealth Advisors reduced its iShares Global Equity Factor ETF (GLOF) stake by 4% in Q3 2026, selling an estimated $58.2K and leaving 23,321 shares worth $1.41M. The position accounts for 0.43% of the portfolio, ranked #41.

LifeGoal Wealth Advisors first reported a position in GLOF in Q4 2024 and has held it in 8 quarters since. The position peaked at $4.49M in Q4 2024. 5 funds tracked by Wall St. Rank hold GLOF as of Q3 2026.

LifeGoal Wealth Advisors held 23,321 shares of iShares Global Equity Factor ETF worth $1.41M as of Q3 2026.
LifeGoal Wealth Advisors sold 967 iShares Global Equity Factor ETF shares in Q3 2026, an estimated $58.2K.
iShares Global Equity Factor ETF made up 0.43% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #41 holding.
LifeGoal Wealth Advisors first reported a position in iShares Global Equity Factor ETF in Q4 2024 and has held it in 8 quarters since.
LifeGoal Wealth Advisors's iShares Global Equity Factor ETF position peaked at $4.49M in Q4 2024.
5 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.