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Waverly Advisors’s iShares Global Equity Factor ETF GLOF Stock Holding History

Waverly 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 		$14M Sell
237,226
-20,557
-8% -$1.18M 0.08% 230
2026
Q1 		$13.4M Buy
257,783
+27,743
+12% +$1.49M 0.1% 206
2025
Q4 		$12.1M Buy
+230,040
New +$12M 0.1% 198

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
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
3IP
3Chopt Investment Partners Richmond, Virginia $532M AUM 35.46% 1-Year Est. Return

Waverly Advisors's GLOF Position: Q2 2026 in Review

Waverly Advisors reduced its iShares Global Equity Factor ETF (GLOF) stake by 8% in Q2 2026, selling an estimated $1.18M and leaving 237,226 shares worth $14M. The position accounts for 0.08% of the portfolio, ranked #230.

Waverly Advisors first reported a position in GLOF in Q4 2025 and has held it in 3 quarters since. 66 funds tracked by Wall St. Rank hold GLOF as of Q2 2026.

  • Waverly Advisors held 237,226 shares of iShares Global Equity Factor ETF worth $14M as of Q2 2026.
  • Waverly Advisors sold 20,557 iShares Global Equity Factor ETF shares in Q2 2026, an estimated $1.18M.
  • iShares Global Equity Factor ETF made up 0.08% of Waverly Advisors's portfolio in Q2 2026, its #230 holding.
  • Waverly Advisors first reported a position in iShares Global Equity Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 66 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.