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

SHP 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 Q1	$920K	Buy	+17,645	New	+$949K	0.07%	91

Other funds holding GLOF

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Ignite Planners San Clemente, California $729M AUM 24.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

SHP Wealth Management's GLOF Position: Q1 2026 in Review

SHP Wealth Management opened a new position in iShares Global Equity Factor ETF (GLOF) in Q1 2026: 17,645 shares worth $920K. The stake represents 0.07% of the portfolio and ranks #91 among its holdings.

66 funds tracked by Wall St. Rank hold GLOF as of Q1 2026.

SHP Wealth Management held 17,645 shares of iShares Global Equity Factor ETF worth $920K as of Q1 2026.
iShares Global Equity Factor ETF was a new SHP Wealth Management position in Q1 2026.
iShares Global Equity Factor ETF made up 0.07% of SHP Wealth Management's portfolio in Q1 2026, its #91 holding.
66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.