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TFC Financial Management’s iShares Global Equity Factor ETF GLOF Stock Holding History

TFC Financial 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
Q1 		$47.2K Hold
906
– – 0.01% 278
2025
Q4 		$47.8K Hold
906
– – 0.01% 275
2025
Q3 		$46.8K Buy
+906
New +$45.2K 0.01% 273

Other funds holding GLOF

WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
GFG
Goldstone Financial Group Oakbrook Terrace, Illinois $922M AUM 14.34% 1-Year Est. Return
DCM
DGS Capital Management Jersey City, New Jersey $609M AUM 44.78% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $648M AUM 19.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
5W
5T Wealth Napa, California $253M AUM 17.18% 1-Year Est. Return

TFC Financial Management's GLOF Position: Q1 2026 in Review

TFC Financial Management held its iShares Global Equity Factor ETF (GLOF) position steady in Q1 2026 at 906 shares worth $47.2K. The position accounts for 0.01% of the portfolio, ranked #278.

TFC Financial Management first reported a position in GLOF in Q3 2025 and has held it in 3 quarters since. The position peaked at $47.8K in Q4 2025. 66 funds tracked by Wall St. Rank hold GLOF as of Q1 2026.

  • TFC Financial Management held 906 shares of iShares Global Equity Factor ETF worth $47.2K as of Q1 2026.
  • TFC Financial Management left its iShares Global Equity Factor ETF share count unchanged in Q1 2026.
  • iShares Global Equity Factor ETF made up 0.01% of TFC Financial Management's portfolio in Q1 2026, its #278 holding.
  • TFC Financial Management first reported a position in iShares Global Equity Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • TFC Financial Management's iShares Global Equity Factor ETF position peaked at $47.8K in Q4 2025.
  • 66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q1 2026.

Based on TFC Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.