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NorthRock Partners’s iShares Global Equity Factor ETF GLOF Stock Holding History

NorthRock Partners’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
Q1 		$225K Hold
4,326
– – ﹤0.01% 598
2025
Q4 		$228K Buy
+4,326
New +$226K ﹤0.01% 532
2024
Q4 		– Sell
-4,326
Closed -$194K – 813
2024
Q3 		$194K Hold
4,326
– – 0.01% 608
2024
Q2 		$183K Hold
4,326
– – 0.01% 581
2024
Q1 		$179K Buy
+4,326
New +$171K 0.01% 591

Other funds holding GLOF

WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
DCM
DGS Capital Management Jersey City, New Jersey $609M AUM 44.78% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
5W
5T Wealth Napa, California $253M AUM 17.18% 1-Year Est. Return

NorthRock Partners's GLOF Position: Q1 2026 in Review

NorthRock Partners held its iShares Global Equity Factor ETF (GLOF) position steady in Q1 2026 at 4,326 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #598.

NorthRock Partners first reported a position in GLOF in Q1 2024 and has held it in 5 quarters since. The position peaked at $228K in Q4 2025. 66 funds tracked by Wall St. Rank hold GLOF as of Q1 2026.

  • NorthRock Partners held 4,326 shares of iShares Global Equity Factor ETF worth $225K as of Q1 2026.
  • NorthRock Partners left its iShares Global Equity Factor ETF share count unchanged in Q1 2026.
  • iShares Global Equity Factor ETF made up ﹤0.01% of NorthRock Partners's portfolio in Q1 2026, its #598 holding.
  • NorthRock Partners first reported a position in iShares Global Equity Factor ETF in Q1 2024 and has held it in 5 quarters since.
  • NorthRock Partners's iShares Global Equity Factor ETF position peaked at $228K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.