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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$323K Sell
6,710
-626
-9% -$30.2K 0.3% 34
2025
Q1
$314K Sell
7,336
-365
-5% -$15.6K 0.29% 35
2024
Q4
$334K Buy
+7,701
New +$334K 0.3% 35