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

Modern Wealth 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 		$890K Buy
15,136
+126
+0.8% +$7.25K 0.01% 547
2026
Q1 		$791K Sell
15,010
-2,014
-12% -$108K 0.01% 473
2025
Q4 		$899K Buy
17,024
+143
+0.8% +$7.47K 0.02% 421
2025
Q3 		$871K Buy
16,881
+146
+0.9% +$7.28K 0.02% 417
2025
Q2 		$807K Buy
16,735
+242
+1% +$10.8K 0.02% 401
2025
Q1 		$706K Buy
16,493
+925
+6% +$41K 0.02% 359
2024
Q4 		$675K Buy
15,568
+1,307
+9% +$58.2K 0.03% 315
2024
Q3 		$638K Buy
+14,261
New +$613K 0.04% 220

Other funds holding GLOF

GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $729M AUM 24.39% 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
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

Modern Wealth Management's GLOF Position: Q2 2026 in Review

Modern Wealth Management increased its iShares Global Equity Factor ETF (GLOF) stake by 0.84% in Q2 2026, buying an estimated $7.25K and bringing the position to 15,136 shares worth $890K. The position accounts for 0.01% of the portfolio, ranked #547.

Modern Wealth Management first reported a position in GLOF in Q3 2024 and has held it in 8 quarters since. The position peaked at $899K in Q4 2025. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

  • Modern Wealth Management held 15,136 shares of iShares Global Equity Factor ETF worth $890K as of Q2 2026.
  • Modern Wealth Management bought 126 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $7.25K.
  • iShares Global Equity Factor ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #547 holding.
  • Modern Wealth Management first reported a position in iShares Global Equity Factor ETF in Q3 2024 and has held it in 8 quarters since.
  • Modern Wealth Management's iShares Global Equity Factor ETF position peaked at $899K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

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