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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
Q2 		$2.09M Buy
35,499
+17,854
+101% +$1.03M 0.14% 56
2026
Q1 		$920K Buy
+17,645
New +$949K 0.07% 91

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

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

SHP Wealth Management increased its iShares Global Equity Factor ETF (GLOF) stake by 101% in Q2 2026, buying an estimated $1.03M and bringing the position to 35,499 shares worth $2.09M. The position accounts for 0.14% of the portfolio, ranked #56.

SHP Wealth Management first reported a position in GLOF in Q1 2026 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

  • SHP Wealth Management held 35,499 shares of iShares Global Equity Factor ETF worth $2.09M as of Q2 2026.
  • SHP Wealth Management bought 17,854 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $1.03M.
  • iShares Global Equity Factor ETF made up 0.14% of SHP Wealth Management's portfolio in Q2 2026, its #56 holding.
  • SHP Wealth Management first reported a position in iShares Global Equity Factor ETF in Q1 2026 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.