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

Robertson Stephens 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
2020 Q4	–	Sell	-15,500	Closed	-$460K	–	252
2020 Q3	$460K	Sell	15,500 -36,185	-70%	-$1.07M	0.11%	144
2020 Q2	$1.44M	Sell	51,685 -21,325	-29%	-$567K	0.42%	54
2020 Q1	$1.75M	Buy	73,010 +58,785	+413%	+$1.7M	0.6%	43
2019 Q4	$443K	Sell	14,225 -17,400	-55%	-$523K	0.22%	71
2019 Q3	$917K	Buy	+31,625	New	+$914K	0.46%	49

Other funds holding GLOF

AWA

ARQ Wealth Advisors Scottsdale, Arizona $555M AUM 17.82% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Robertson Stephens Wealth Management's GLOF Position: Q4 2020 in Review

Robertson Stephens Wealth Management sold out of iShares Global Equity Factor ETF (GLOF) in Q4 2020, closing a stake of 15,500 shares — an estimated $460K sold.

Robertson Stephens Wealth Management first reported a position in GLOF in Q3 2019 and held it in 5 quarters. The position peaked at $1.75M in Q1 2020. 30 funds tracked by Wall St. Rank hold GLOF as of Q4 2020.

Robertson Stephens Wealth Management reported no remaining iShares Global Equity Factor ETF position as of Q4 2020 after selling out during the quarter.
Robertson Stephens Wealth Management sold 15,500 iShares Global Equity Factor ETF shares in Q4 2020, an estimated $460K.
Robertson Stephens Wealth Management first reported a position in iShares Global Equity Factor ETF in Q3 2019 and held it in 5 quarters.
Robertson Stephens Wealth Management's iShares Global Equity Factor ETF position peaked at $1.75M in Q1 2020.
30 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q4 2020.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2020, filed 10 Feb 2021.