EWA
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EverSource Wealth Advisors’s OneAscent International Equity ETF OAIM Stock Holding History

EverSource Wealth Advisors’s Portfolio OAIM Stock Details OAIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.04M Buy
42,692
+12,201
+40% +$567K 0.07% 214
2026
Q1 		$1.31M Buy
30,491
+15,297
+101% +$669K 0.04% 317
2025
Q4 		$629K Buy
15,194
+14,129
+1,327% +$571K 0.02% 461
2025
Q3 		$42.8K Buy
1,065
+56
+6% +$2.19K ﹤0.01% 1813
2025
Q2 		$38.5K Buy
1,009
+181
+22% +$6.43K ﹤0.01% 1794
2025
Q1 		$27.7K Buy
+828
New +$27.5K ﹤0.01% 1517
2023
Q2 		– Sell
-2,879
Closed -$84.9K – 2569
2023
Q1 		$84.9K Buy
+2,879
New +$82.7K 0.01% 595

Other funds holding OAIM

PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

EverSource Wealth Advisors's OAIM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its OneAscent International Equity ETF (OAIM) stake by 40% in Q2 2026, buying an estimated $567K and bringing the position to 42,692 shares worth $2.04M. The position accounts for 0.07% of the portfolio, ranked #214.

EverSource Wealth Advisors first reported a position in OAIM in Q1 2023 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold OAIM as of Q2 2026.

  • EverSource Wealth Advisors held 42,692 shares of OneAscent International Equity ETF worth $2.04M as of Q2 2026.
  • EverSource Wealth Advisors bought 12,201 OneAscent International Equity ETF shares in Q2 2026, an estimated $567K.
  • OneAscent International Equity ETF made up 0.07% of EverSource Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • EverSource Wealth Advisors first reported a position in OneAscent International Equity ETF in Q1 2023 and has held it in 7 quarters since.
  • 25 funds tracked by Wall St. Rank held OneAscent International Equity ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.