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iShares S&P Global 100 Index shares owned by OneAscent Wealth Management

Quarter-by-quarter ownership of iShares S&P Global 100 Index (IOO) shares owned by OneAscent Wealth Management from 13F filings

Historical chart of OneAscent Wealth Management investment in iShares S&P Global 100 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global 100 Index 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 S&P Global 100 Index by OneAscent Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $501k 5.6k 89.48
2023-12-31 $440k 5.5k 80.59

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 S&P Global 100 Index

Assetmark
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Bank of America Corporation
UBS Group
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Beaumont Financial Advisors
Raymond James & Associates
Royal Bank of Canada
Raymond James Financial Services Advisors
Wells Fargo & Company
Commonwealth Equity Services
Kaye Capital Management
H D Vest Advisory Services
Wealth Enhancement Advisory Services

View all funds holding iShares S&P Global 100 Index