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Ishares Inc ctr wld minvl shares owned by OneAscent Wealth Management

Quarter-by-quarter ownership of Ishares Inc ctr wld minvl (ACWV) shares owned by OneAscent Wealth Management from 13F filings

Historical chart of OneAscent Wealth Management investment in Ishares Inc ctr wld minvl

Tip: Access up to 7 years of quarterly data

All positions including Ishares Inc ctr wld minvl held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Inc ctr wld minvl by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $280k 2.7k 105.11
2023-12-31 $257k 2.6k 100.39
2023-09-30 $488k 5.1k 95.48
2023-03-31 $892k 9.2k 96.74
2022-12-31 $1.1M 12k 95.05
2022-09-30 $1.2M 13k 88.56
2022-06-30 $1.5M 16k 94.49
2022-03-31 $1.8M 17k 104.79

More positions owned by OneAscent Wealth Management

Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

Top funds holding Ishares Inc ctr wld minvl

Aspiriant
Bank of America Corporation
UBS Group
Jane Street
Symmetry Partner
Us Bancorp
Searcy Financial Services
WMS Partners
Alliancebernstein
Bessemer
Commonwealth Equity Services
Wells Fargo & Company
DORVAL Corp
Captrust Financial Advisors
Baron Silver Stevens Financial Advisors

View all funds holding Ishares Inc ctr wld minvl