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OneAscent Financial Services »

ISHARES TR MSCI Small Cap msci small cap shares owned by OneAscent Financial Services

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by OneAscent Financial Services from 13F filings

Historical chart of OneAscent Financial Services investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by OneAscent Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by OneAscent Financial Services

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$2.3M	28k	82.27
2026-03-31	$806k	10k	78.41

More positions owned by OneAscent Financial Services

Unified Ser Tr Onea Core Bd Etf (OACP)

Unified Ser Tr Oneascent Intl (OAIM)

Unified Ser Tr Oneascent Large (OALC)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Spdr Series Trust St Str P500etf (SPYM)

Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)

Unified Ser Tr Onea Enh Sma Etf (OASC)

Unified Ser Tr Oneascent Emgrg (OAEM)

Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)

Spdr Index Shs Fds St Str Po Ex Etf (SPDW)

Strategy Even High Di Etf (ELCV)

Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

NVIDIA Corporation (NVDA)

Spdr Series Trust St Str P400mid (SPMD)

Apple (AAPL)

View all positions for OneAscent Financial Services

Top funds holding ISHARES TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L

Natixis Asset Management Advisors

TIAA Wealth Investment Management

Goldman Sachs Group

FMR

Tiaa-cref Individual & Institutional Services

BlackRock

Creative Planning

State of New Jersey Common Pension Fund D

Bank of New York Mellon

Morgan Stanley

Bank of America Corporation

Jane Street

Cassaday & Co Wealth Management

Northern Trust

View all funds holding ISHARES TR MSCI Small Cap msci small cap

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