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Sowell Financial Services’s iShares Global Equity Factor ETF GLOF Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-214
Closed -$8K – 1397
2021
Q1 		$8K Hold
214
– – ﹤0.01% 2401
2020
Q4 		$7K Hold
214
– – ﹤0.01% 2159
2020
Q3 		$6K Hold
214
– – ﹤0.01% 1944
2020
Q2 		$6K Buy
214
+17
+9% +$452 ﹤0.01% 1838
2020
Q1 		$5K Hold
197
– – ﹤0.01% 1815
2019
Q4 		$6K Hold
197
– – ﹤0.01% 1839
2019
Q3 		$6K Buy
+197
New +$5.69K ﹤0.01% 1688

Other funds holding GLOF

DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
AWA
ARQ Wealth Advisors Scottsdale, Arizona $807M AUM 19.58% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $331M AUM 81.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SFC
SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sowell Financial Services's GLOF Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Global Equity Factor ETF (GLOF) in Q2 2021, closing a stake of 214 shares — an estimated $8K sold.

Sowell Financial Services first reported a position in GLOF in Q3 2019 and held it in 7 quarters. The position peaked at $8K in Q1 2021. 31 funds tracked by Wall St. Rank hold GLOF as of Q2 2021.

  • Sowell Financial Services reported no remaining iShares Global Equity Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 214 iShares Global Equity Factor ETF shares in Q2 2021, an estimated $8K.
  • Sowell Financial Services first reported a position in iShares Global Equity Factor ETF in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's iShares Global Equity Factor ETF position peaked at $8K in Q1 2021.
  • 31 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.