WealthPlan Investment Management
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WealthPlan Investment Management’s iShares Global Equity Factor ETF GLOF Stock Holding History

WealthPlan Investment 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
Q3 		– Sell
-3,965
Closed -$233K – 527
2026
Q2 		$233K Sell
3,965
-290
-7% -$16.7K 0.01% 435
2026
Q1 		$222K Buy
+4,255
New +$229K 0.01% 432

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Creative Planning
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LifeGoal Wealth Advisors
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Pine Grove Financial Group
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WealthPlan Investment Management's GLOF Position: Q3 2026 in Review

WealthPlan Investment Management sold out of iShares Global Equity Factor ETF (GLOF) in Q3 2026, closing a stake of 3,965 shares — an estimated $233K sold.

WealthPlan Investment Management first reported a position in GLOF in Q1 2026 and held it in 2 quarters. The position peaked at $233K in Q2 2026. 36 funds tracked by Wall St. Rank hold GLOF as of Q3 2026.

  • WealthPlan Investment Management reported no remaining iShares Global Equity Factor ETF position as of Q3 2026 after selling out during the quarter.
  • WealthPlan Investment Management sold 3,965 iShares Global Equity Factor ETF shares in Q3 2026, an estimated $233K.
  • WealthPlan Investment Management first reported a position in iShares Global Equity Factor ETF in Q1 2026 and held it in 2 quarters.
  • WealthPlan Investment Management's iShares Global Equity Factor ETF position peaked at $233K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held iShares Global Equity Factor ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.