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M Wealth Management LLC’s iShares Global Equity Factor ETF GLOF Stock Holding History

M Wealth Management LLC’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 		$344K Sell
6,597
-2
-0% -$108 0.29% 42
2025
Q4 		$348K Buy
6,599
+28
+0.4% +$1.46K 0.3% 37
2025
Q3 		$339K Sell
6,571
-139
-2% -$6.93K 0.3% 36
2025
Q2 		$323K Sell
6,710
-626
-9% -$28K 0.3% 34
2025
Q1 		$314K Sell
7,336
-365
-5% -$16.2K 0.29% 35
2024
Q4 		$334K Buy
+7,701
New +$343K 0.3% 35

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EF
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DCM
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5W
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