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Triad Wealth Partners’s iShares Global Equity Factor ETF GLOF Stock Holding History

Triad Wealth Partners’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 		$458K Buy
7,661
+324
+4% +$18.6K 0.03% 336
2026
Q1 		$382K Buy
7,337
+2,914
+66% +$157K 0.03% 342
2025
Q4 		$233K Sell
4,423
-18
-0.4% -$941 0.02% 434
2025
Q3 		$229K Buy
+4,441
New +$221K 0.03% 341

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

Triad Wealth Partners's GLOF Position: Q2 2026 in Review

Triad Wealth Partners increased its iShares Global Equity Factor ETF (GLOF) stake by 4.4% in Q2 2026, buying an estimated $18.6K and bringing the position to 7,661 shares worth $458K. The position accounts for 0.03% of the portfolio, ranked #336.

Triad Wealth Partners first reported a position in GLOF in Q3 2025 and has held it in 4 quarters since. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

  • Triad Wealth Partners held 7,661 shares of iShares Global Equity Factor ETF worth $458K as of Q2 2026.
  • Triad Wealth Partners bought 324 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $18.6K.
  • iShares Global Equity Factor ETF made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #336 holding.
  • Triad Wealth Partners first reported a position in iShares Global Equity Factor ETF in Q3 2025 and has held it in 4 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.