OFO
SIZE icon

OneAscent Family Office’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History

OneAscent Family Office’s Portfolio SIZE Stock Details SIZE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223K Hold
1,397
– – 0.16% 162
2025
Q4 		$226K Hold
1,397
– – 0.15% 153
2025
Q3 		$225K Hold
1,397
– – 0.18% 139
2025
Q2 		$216K Buy
+1,397
New +$204K 0.2% 124

Other funds holding SIZE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JRFS
James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return
TWM
Trinity Wealth Management Berwyn, Pennsylvania $315M AUM 20.52% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
SFS
Strategic Financial Services Utica, New York $2.1B AUM 19.14% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

OneAscent Family Office held its iShares MSCI USA Size Factor ETF (SIZE) position steady in Q1 2026 at 1,397 shares worth $223K. The position accounts for 0.16% of the portfolio, ranked #162.

OneAscent Family Office first reported a position in SIZE in Q2 2025 and has held it in 4 quarters since. The position peaked at $226K in Q4 2025. 71 funds tracked by Wall St. Rank hold SIZE as of Q1 2026.

  • OneAscent Family Office held 1,397 shares of iShares MSCI USA Size Factor ETF worth $223K as of Q1 2026.
  • OneAscent Family Office left its iShares MSCI USA Size Factor ETF share count unchanged in Q1 2026.
  • iShares MSCI USA Size Factor ETF made up 0.16% of OneAscent Family Office's portfolio in Q1 2026, its #162 holding.
  • OneAscent Family Office first reported a position in iShares MSCI USA Size Factor ETF in Q2 2025 and has held it in 4 quarters since.
  • OneAscent Family Office's iShares MSCI USA Size Factor ETF position peaked at $226K in Q4 2025.
  • 71 funds tracked by Wall St. Rank held iShares MSCI USA Size Factor ETF as of Q1 2026.

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