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 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

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

M Wealth Management LLC's GLOF Position: Q2 2026 in Review

M Wealth Management LLC reduced its iShares Global Equity Factor ETF (GLOF) stake by 39% in Q2 2026, selling an estimated $149K and leaving 4,009 shares worth $236K. The position accounts for 0.19% of the portfolio, ranked #56.

M Wealth Management LLC first reported a position in GLOF in Q4 2024 and has held it in 7 quarters since. The position peaked at $348K in Q4 2025. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

M Wealth Management LLC held 4,009 shares of iShares Global Equity Factor ETF worth $236K as of Q2 2026.
M Wealth Management LLC sold 2,588 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $149K.
iShares Global Equity Factor ETF made up 0.19% of M Wealth Management LLC's portfolio in Q2 2026, its #56 holding.
M Wealth Management LLC first reported a position in iShares Global Equity Factor ETF in Q4 2024 and has held it in 7 quarters since.
M Wealth Management LLC's iShares Global Equity Factor ETF position peaked at $348K in Q4 2025.
66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.