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Twin Peaks Wealth Advisors’s iShares Global Equity Factor ETF GLOF Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-263
Closed -$13.7K – 1021
2026
Q1 		$13.7K Buy
+263
New +$14.2K ﹤0.01% 896
2025
Q3 		– Sell
-295
Closed -$14.7K – 945
2025
Q2 		$14.7K Buy
+295
New +$13.2K ﹤0.01% 729

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

Twin Peaks Wealth Advisors's GLOF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of iShares Global Equity Factor ETF (GLOF) in Q2 2026, closing a stake of 263 shares — an estimated $13.7K sold.

Twin Peaks Wealth Advisors first reported a position in GLOF in Q2 2025 and held it in 2 quarters. The position peaked at $14.7K in Q2 2025. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining iShares Global Equity Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 263 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $13.7K.
  • Twin Peaks Wealth Advisors first reported a position in iShares Global Equity Factor ETF in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's iShares Global Equity Factor ETF position peaked at $14.7K in Q2 2025.
  • 66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.