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 Q3	$243K	Sell	4,008 -1	-0%	-$60	0.19%	57
2026 Q2	$236K	Sell	4,009 -2,588	-39%	-$149K	0.19%	56
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

Other funds holding GLOF

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

LWA

LifeGoal Wealth Advisors Saratoga Springs, New York $328M AUM 18.76% 1-Year Est. Return

PGFG

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

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

M Wealth Management LLC's GLOF Position: Q3 2026 in Review

M Wealth Management LLC reduced its iShares Global Equity Factor ETF (GLOF) stake by 0.02% in Q3 2026, selling an estimated $60 and leaving 4,008 shares worth $243K. The position accounts for 0.19% of the portfolio, ranked #57.

M Wealth Management LLC first reported a position in GLOF in Q4 2024 and has held it in 8 quarters since. The position peaked at $348K in Q4 2025. 5 funds tracked by Wall St. Rank hold GLOF as of Q3 2026.

M Wealth Management LLC held 4,008 shares of iShares Global Equity Factor ETF worth $243K as of Q3 2026.
M Wealth Management LLC sold 1 iShares Global Equity Factor ETF share in Q3 2026, an estimated $60.
iShares Global Equity Factor ETF made up 0.19% of M Wealth Management LLC's portfolio in Q3 2026, its #57 holding.
M Wealth Management LLC first reported a position in iShares Global Equity Factor ETF in Q4 2024 and has held it in 8 quarters since.
M Wealth Management LLC's iShares Global Equity Factor ETF position peaked at $348K in Q4 2025.
5 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.