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One Wealth Advisors, LLC: IEV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of One Wealth Advisors, LLC on IEV, newest first. How the timeline and the estimate are built.

One Wealth Advisors, LLC held 104,512 IEV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 104,512 shares
    Change vs previous 13F -1,908 shares

    0.84% of the 13F portfolio, value $7,613,699.

    13F-HR 0001951757-26-001117 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 106,420 shares
    Change vs previous 13F -3,258 shares

    0.9% of the 13F portfolio, value $7,230,175.

    13F-HR 0001951757-26-000677 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 109,678 shares
    Change vs previous 13F -5,109 shares

    0.92% of the 13F portfolio, value $7,523,911.

    13F-HR 0001951757-26-000328 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 114,787 shares
    Change vs previous 13F -5,782 shares

    0.94% of the 13F portfolio, value $7,516,253.

    13F-HR 0001951757-25-001243 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 120,569 shares
    Change vs previous 13F -1,347 shares

    1.06% of the 13F portfolio, value $7,625,989.

    13F-HR 0001951757-25-000888 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 121,916 shares
    Change vs previous 13F -274 shares

    1.06% of the 13F portfolio, value $7,095,511.

    13F-HR 0001951757-25-000517 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 122,190 shares
    Change vs previous 13F -517 shares

    0.94% of the 13F portfolio, value $6,361,211.

    13F-HR 0001951757-25-000129 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 122,707 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $7,150,137.

    13F-HR 0001951757-24-001053 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).