Steward Partners Investment Advisory’s iShares Global Equity Factor ETF GLOF Stock Holding History

Steward Partners Investment Advisory’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
2022 Q3	–	Sell	-5,167	Closed	-$160K	–	3284
2022 Q2	$160K	Hold	5,167	–	–	﹤0.01%	1292
2022 Q1	$191K	Sell	5,167 -253	-5%	-$9.38K	﹤0.01%	1316
2021 Q4	$212K	Buy	+5,420	New	+$207K	﹤0.01%	1288

Other funds holding GLOF

AWA

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

SFC

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

DCM

DGS Capital Management Jersey City, New Jersey $609M AUM 44.78% 1-Year Est. Return

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

DWM

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

CJFS

Coulter & Justus Financial Services Knoxville, Tennessee $450M AUM 21.87% 1-Year Est. Return

CFA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Steward Partners Investment Advisory's GLOF Position: Q3 2022 in Review

Steward Partners Investment Advisory sold out of iShares Global Equity Factor ETF (GLOF) in Q3 2022, closing a stake of 5,167 shares — an estimated $160K sold.

Steward Partners Investment Advisory first reported a position in GLOF in Q4 2021 and held it in 3 quarters. The position peaked at $212K in Q4 2021. 31 funds tracked by Wall St. Rank hold GLOF as of Q3 2022.

Steward Partners Investment Advisory reported no remaining iShares Global Equity Factor ETF position as of Q3 2022 after selling out during the quarter.
Steward Partners Investment Advisory sold 5,167 iShares Global Equity Factor ETF shares in Q3 2022, an estimated $160K.
Steward Partners Investment Advisory first reported a position in iShares Global Equity Factor ETF in Q4 2021 and held it in 3 quarters.
Steward Partners Investment Advisory's iShares Global Equity Factor ETF position peaked at $212K in Q4 2021.
31 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q3 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2022, filed 10 Nov 2022.