OWA
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One Wealth Advisors’s iShares Morningstar Value ETF ILCV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$550K Sell
6,599
-20,144
-75% -$1.68M 0.08% 147
2025
Q1
$2.18M Buy
+26,743
New +$2.18M 0.33% 56