OneAscent ETF Shifts

OneAscent Firms Boost Key ETF Holdings in Dividend, Small-Cap, and High-Income Funds

Multiple OneAscent entities reported changes to their ETF holdings based on recent SEC filings, including OneAscent Financial Services LLC boosting its stake in the Schwab U.S. Dividend Equity ETF while also trimming its position in the Vanguard Short-Term Bond ETF. OneAscent Wealth Management increased its holdings of the OneAscent Small Cap Core ETF, where it said the fund made up a mid-single-digit share of its portfolio. OneAscent Family Office also initiated a new position in the iShares MSCI EAFE Value ETF, with several other large investors adding shares as well. Separately, OneAscent Financial Services sharply increased its exposure to the State Street Blackstone High Income ETF, according to the filings. Across the reports, the listings also noted ongoing moves by other institutional investors—both adds and trims—alongside updated trading and valuation snapshots for each ETF.

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