OneAscent Family Office’s iShares Disciplined Volatility Equity Active ETF BDVL Stock Holding History

OneAscent Family Office’s Portfolio BDVL Stock Details BDVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$533K	Sell	21,611 -1,181	-5%	-$29.7K	0.37%	64
2025 Q4	$565K	Buy	22,792 +620	+3%	+$15.5K	0.38%	63
2025 Q3	$554K	Buy	+22,172	New	+$553K	0.45%	54

Other funds holding BDVL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return

OneAscent Family Office's BDVL Position: Q1 2026 in Review

OneAscent Family Office reduced its iShares Disciplined Volatility Equity Active ETF (BDVL) stake by 5.2% in Q1 2026, selling an estimated $29.7K and leaving 21,611 shares worth $533K. The position accounts for 0.37% of the portfolio, ranked #64.

OneAscent Family Office first reported a position in BDVL in Q3 2025 and has held it in 3 quarters since. The position peaked at $565K in Q4 2025. 91 funds tracked by Wall St. Rank hold BDVL as of Q1 2026.

OneAscent Family Office held 21,611 shares of iShares Disciplined Volatility Equity Active ETF worth $533K as of Q1 2026.
OneAscent Family Office sold 1,181 iShares Disciplined Volatility Equity Active ETF shares in Q1 2026, an estimated $29.7K.
iShares Disciplined Volatility Equity Active ETF made up 0.37% of OneAscent Family Office's portfolio in Q1 2026, its #64 holding.
OneAscent Family Office first reported a position in iShares Disciplined Volatility Equity Active ETF in Q3 2025 and has held it in 3 quarters since.
OneAscent Family Office's iShares Disciplined Volatility Equity Active ETF position peaked at $565K in Q4 2025.
91 funds tracked by Wall St. Rank held iShares Disciplined Volatility Equity Active ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.