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
2026 Q2	$15.5K	Buy	+264	New	+$15.2K	﹤0.01%	3516
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

GFG

Goldstone Financial Group Oakbrook Terrace, Illinois $1.09B AUM 20.77% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

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

Steward Partners Investment Advisory's GLOF Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in iShares Global Equity Factor ETF (GLOF) in Q2 2026: 264 shares worth $15.5K. The stake represents ﹤0.01% of the portfolio and ranks #3516 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in GLOF as recently as Q2 2022.

Steward Partners Investment Advisory first reported a position in GLOF in Q4 2021 and has held it in 4 quarters since. The position peaked at $212K in Q4 2021. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

Steward Partners Investment Advisory held 264 shares of iShares Global Equity Factor ETF worth $15.5K as of Q2 2026.
iShares Global Equity Factor ETF was a new Steward Partners Investment Advisory position in Q2 2026.
iShares Global Equity Factor ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3516 holding.
Steward Partners Investment Advisory first reported a position in iShares Global Equity Factor ETF in Q4 2021 and has held it in 4 quarters since.
Steward Partners Investment Advisory's iShares Global Equity Factor ETF position peaked at $212K in Q4 2021.
66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.