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SYM Financial Corp’s iShares Global Equity Factor ETF GLOF Stock Holding History

SYM Financial Corp’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 		$377K Hold
6,415
– – 0.03% 202
2026
Q1 		$334K Buy
6,415
+716
+13% +$38.5K 0.03% 203
2025
Q4 		$301K Hold
5,699
– – 0.03% 224
2025
Q3 		$294K Sell
5,699
-112
-2% -$5.58K 0.03% 223
2025
Q2 		$280K Sell
5,811
-235
-4% -$10.5K 0.03% 223
2025
Q1 		$259K Hold
6,046
– – 0.03% 201
2024
Q4 		$262K Hold
6,046
– – 0.03% 177
2024
Q3 		$271K Hold
6,046
– – 0.04% 129
2024
Q2 		$256K Sell
6,046
-303
-5% -$12.5K 0.04% 111
2024
Q1 		$262K Hold
6,349
– – 0.04% 82
2023
Q4 		$240K Sell
6,349
-3,500
-36% -$125K 0.04% 87
2023
Q3 		$338K Sell
9,849
-11,254
-53% -$399K 0.06% 64
2023
Q2 		$747K Sell
21,103
-108,606
-84% -$3.72M 0.15% 26
2023
Q1 		$4.36M Buy
129,709
+15,154
+13% +$502K 0.96% 11
2022
Q4 		$3.64M Sell
114,555
-13,166
-10% -$419K 0.87% 11
2022
Q3 		$3.73M Buy
127,721
+28,237
+28% +$904K 1.81% 8
2022
Q2 		$3.09M Buy
99,484
+36,763
+59% +$1.25M 1.46% 9
2022
Q1 		$2.31M Buy
62,721
+13,165
+27% +$488K 1% 10
2021
Q4 		$1.94M Buy
49,556
+3,610
+8% +$138K 0.76% 13
2021
Q3 		$1.7M Buy
45,946
+6,154
+15% +$236K 1% 11
2021
Q2 		$1.52M Buy
39,792
+5,596
+16% +$212K 0.87% 11
2021
Q1 		$1.25M Buy
34,196
+2,771
+9% +$98.1K 0.72% 10
2020
Q4 		$1.06M Sell
31,425
-148
-0.5% -$4.69K 0.78% 9
2020
Q3 		$938K Buy
31,573
+9,586
+44% +$284K 0.7% 12
2020
Q2 		$613K Buy
21,987
+16,821
+326% +$447K 0.49% 13
2020
Q1 		$124K Buy
5,166
+156
+3% +$4.51K 0.12% 38
2019
Q4 		$156K Sell
5,010
-1,319
-21% -$39.7K 0.1% 48
2019
Q3 		$184K Sell
6,329
-5,462
-46% -$158K 0.12% 37
2019
Q2 		$345K Buy
11,791
+280
+2% +$8.1K 0.22% 18
2019
Q1 		$335K Sell
11,511
-3,360,409
-100% -$95.3M 0.21% 19
2018
Q4 		$87.6M Buy
3,371,920
+3,368,550
+99,957% +$94.7M 34.87% 1
2018
Q3 		$103K Hold
3,370
– – 0.06% 53
2018
Q2 		$101K Buy
+3,370
New +$104K 0.06% 38

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

SYM Financial Corp's GLOF Position: Q2 2026 in Review

SYM Financial Corp held its iShares Global Equity Factor ETF (GLOF) position steady in Q2 2026 at 6,415 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #202.

SYM Financial Corp first reported a position in GLOF in Q2 2018 and has held it in 33 quarters since. The position peaked at $87.6M in Q4 2018. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

  • SYM Financial Corp held 6,415 shares of iShares Global Equity Factor ETF worth $377K as of Q2 2026.
  • SYM Financial Corp left its iShares Global Equity Factor ETF share count unchanged in Q2 2026.
  • iShares Global Equity Factor ETF made up 0.03% of SYM Financial Corp's portfolio in Q2 2026, its #202 holding.
  • SYM Financial Corp first reported a position in iShares Global Equity Factor ETF in Q2 2018 and has held it in 33 quarters since.
  • SYM Financial Corp's iShares Global Equity Factor ETF position peaked at $87.6M in Q4 2018.
  • 66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.