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Ishares Msci Usa Size Factor shares owned by OneAscent Family Office

Quarter-by-quarter ownership of Ishares Msci Usa Size Factor (SIZE) shares owned by OneAscent Family Office from 13F filings

Historical chart of OneAscent Family Office investment in Ishares Msci Usa Size Factor

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All positions including Ishares Msci Usa Size Factor held by OneAscent Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Msci Usa Size Factor by OneAscent Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 1.4k 160.78
2025-06-30 $216k 1.4k 154.62

More positions owned by OneAscent Family Office

Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Core P (OACP)
Select Sector Spdr Tr Energy (XLE)
Unified Ser Tr Oneascent Large (OALC)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Jpmorgan Usd Emg (EMB)
Etf Opportunities Trust Applied Fina Val (VSLU)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Unified Ser Tr Oneascent Emgrg (OAEM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Blackrock Etf Trust Dynamic Eqty Act
NVIDIA Corporation (NVDA)
Wisdomtree Tr Japn Hedge Eqt (DXJ)
Broadcom (AVGO)

View all positions for OneAscent Family Office

Top funds holding Ishares Msci Usa Size Factor

BlackRock
James Reed Financial Services
Trinity Wealth Management
Lido Advisors
Alan Leist III
Envestnet Asset Management
Ameriprise Financial
Goldman Sachs Group
LPL Financial
Pnc Financial Services
Advisor Group Holdings
Jones Financial Companies, L.L
Susquehanna International
Jpmorgan Chase & Co
Mercer Global Advisors

View all funds holding Ishares Msci Usa Size Factor