MAI Capital Management
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MAI Capital Management’s iShares Global Equity Factor ETF GLOF Stock Holding History

MAI Capital Management’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 		– Sell
-600
Closed -$31.3K – 3132
2026
Q1 		$31.3K Hold
600
– – ﹤0.01% 2533
2025
Q4 		$31.7K Sell
600
-929
-61% -$48.6K ﹤0.01% 2268
2025
Q3 		$78.9K Hold
1,529
– – ﹤0.01% 1682
2025
Q2 		$73.7K Buy
1,529
+13
+0.9% +$581 ﹤0.01% 1640
2025
Q1 		$64.9K Hold
1,516
– – ﹤0.01% 1608
2024
Q4 		$65.7K Buy
+1,516
New +$67.5K ﹤0.01% 1623

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Waverly Advisors
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Empowered Funds
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Ignite Planners
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
5T Wealth
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

MAI Capital Management's GLOF Position: Q2 2026 in Review

MAI Capital Management sold out of iShares Global Equity Factor ETF (GLOF) in Q2 2026, closing a stake of 600 shares — an estimated $31.3K sold.

MAI Capital Management first reported a position in GLOF in Q4 2024 and held it in 6 quarters. The position peaked at $78.9K in Q3 2025. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

  • MAI Capital Management reported no remaining iShares Global Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 600 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $31.3K.
  • MAI Capital Management first reported a position in iShares Global Equity Factor ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's iShares Global Equity Factor ETF position peaked at $78.9K in Q3 2025.
  • 66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.