Kroeger Financial Partners GLOF β€” ISHARES GLOBAL EQUITY FACTOR ETF

Ownership history in Kroeger Financial Partners  Β·  1 quarter on record

AI Ownership Summary

Kroeger Financial Partners reported ISHARES GLOBAL EQUITY FACTOR ETF (GLOF) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.18% in 2026 Q2. The latest visible filing shows GLOF at 0.18% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GLOF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kroeger Financial Partners's position in ISHARES GLOBAL EQUITY FACTOR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

GLOF was reported at 0.18% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kroeger Financial Partners held GLOF β€” position size vs. price
% of Fund (quarterly)    GLOF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 3,149 β€” β€” 0.18% $185K 2026-07-27 $58.48

FAQ About Kroeger Financial Partners and GLOF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kroeger Financial Partners reported owning GLOF?

Kroeger Financial Partners reported GLOF across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported GLOF position in Kroeger Financial Partners's portfolio?

The largest reported portfolio weight for GLOF was 0.18% in 2026 Q2.

What is the latest reported GLOF position on this page?

The most recent filing on this page is 2026 Q2, when Kroeger Financial Partners reported 3,149 shares, equal to 0.18% of portfolio, with an estimated market value of $185K.

What does the chart on this GLOF ownership page compare?

The chart compares Kroeger Financial Partners's quarterly GLOF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Kroeger Financial Partners Holdings