One Wealth Advisors, LLC Buys iShares MSCI USA ESG Optimized ETF, SPDR Portfolio S&P 500 ETF, BTC iShares MSCI EAFE Growth ETF, Sells Upstart Holdings Inc, BTC iShares MSCI USA Min Vol Factor ETF, BTC iShares U.S. Treasury Bond ETF

Investment company One Wealth Advisors, LLC (Current Portfolio) buys iShares MSCI USA ESG Optimized ETF, SPDR Portfolio S&P 500 ETF, BTC iShares MSCI EAFE Growth ETF, iShares MBS ETF, iShares U.S. Technology ETF, sells Upstart Holdings Inc, BTC iShares MSCI USA Min Vol Factor ETF, BTC iShares U.S. Treasury Bond ETF, BTC iShares MSCI USA Momentum Factor ETF, iShares 0-5 Year Investment Grade Corporate Bond E during the 3-months ended 2021Q3, according to the most recent filings of the investment company, One Wealth Advisors, LLC. As of 2021Q3, One Wealth Advisors, LLC owns 217 stocks with a total value of $341 million. These are the details of the buys and sells.

For the details of One Wealth Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/one+wealth+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of One Wealth Advisors, LLC
  1. iShares Russell 1000 Growth ETF (IWF) - 100,684 shares, 8.09% of the total portfolio. Shares reduced by 13.77%
  2. iShares MSCI USA ESG Optimized ETF (ESGU) - 261,305 shares, 7.54% of the total portfolio. Shares added by 21.31%
  3. Apple Inc (AAPL) - 147,798 shares, 6.13% of the total portfolio. Shares added by 16.37%
  4. Vanguard FTSE Developed Markets ETF (VEA) - 364,423 shares, 5.40% of the total portfolio. Shares reduced by 14.45%
  5. SPDR Portfolio S&P 500 ETF (SPLG) - 323,043 shares, 4.78% of the total portfolio. Shares added by 35.19%
New Purchase: iShares U.S. Technology ETF (IYW)

One Wealth Advisors, LLC initiated holding in iShares U.S. Technology ETF. The purchase prices were between $98.92 and $108.8, with an estimated average price of $104.28. The stock is now traded at around $114.840000. The impact to a portfolio due to this purchase was 1.13%. The holding were 38,170 shares as of 2021-09-30.

New Purchase: Schwab U.S. Tips ETF (SCHP)

One Wealth Advisors, LLC initiated holding in Schwab U.S. Tips ETF. The purchase prices were between $61.04 and $62.95, with an estimated average price of $62.25. The stock is now traded at around $63.695600. The impact to a portfolio due to this purchase was 0.62%. The holding were 33,880 shares as of 2021-09-30.

New Purchase: iShares 10-20 Year Treasury Bond ETF (TLH)

One Wealth Advisors, LLC initiated holding in iShares 10-20 Year Treasury Bond ETF. The purchase prices were between $145.97 and $152.51, with an estimated average price of $150.06. The stock is now traded at around $146.322300. The impact to a portfolio due to this purchase was 0.46%. The holding were 10,553 shares as of 2021-09-30.

New Purchase: Adyen NV (ADYEY)

One Wealth Advisors, LLC initiated holding in Adyen NV. The purchase prices were between $24.28 and $32.74, with an estimated average price of $28.83. The stock is now traded at around $29.500000. The impact to a portfolio due to this purchase was 0.22%. The holding were 26,780 shares as of 2021-09-30.

New Purchase: Atlas Copco AB (ATLKY)

One Wealth Advisors, LLC initiated holding in Atlas Copco AB. The purchase prices were between $60.11 and $70.49, with an estimated average price of $66.86. The stock is now traded at around $64.860000. The impact to a portfolio due to this purchase was 0.21%. The holding were 11,747 shares as of 2021-09-30.

New Purchase: iShares ESG Aware U.S. Aggregate Bond ETF (EAGG)

One Wealth Advisors, LLC initiated holding in iShares ESG Aware U.S. Aggregate Bond ETF. The purchase prices were between $55.03 and $55.83, with an estimated average price of $55.49. The stock is now traded at around $54.800000. The impact to a portfolio due to this purchase was 0.2%. The holding were 12,421 shares as of 2021-09-30.

Added: iShares MSCI USA ESG Optimized ETF (ESGU)

One Wealth Advisors, LLC added to a holding in iShares MSCI USA ESG Optimized ETF by 21.31%. The purchase prices were between $97.33 and $103.79, with an estimated average price of $101.04. The stock is now traded at around $107.695000. The impact to a portfolio due to this purchase was 1.32%. The holding were 261,305 shares as of 2021-09-30.

Added: SPDR Portfolio S&P 500 ETF (SPLG)

One Wealth Advisors, LLC added to a holding in SPDR Portfolio S&P 500 ETF by 35.19%. The purchase prices were between $49.8 and $53.13, with an estimated average price of $51.74. The stock is now traded at around $55.260000. The impact to a portfolio due to this purchase was 1.24%. The holding were 323,043 shares as of 2021-09-30.

Added: BTC iShares MSCI EAFE Growth ETF (EFG)

One Wealth Advisors, LLC added to a holding in BTC iShares MSCI EAFE Growth ETF by 70.47%. The purchase prices were between $105.79 and $113.94, with an estimated average price of $110.09. The stock is now traded at around $112.780000. The impact to a portfolio due to this purchase was 1.2%. The holding were 92,843 shares as of 2021-09-30.

Added: iShares MBS ETF (MBB)

One Wealth Advisors, LLC added to a holding in iShares MBS ETF by 458.28%. The purchase prices were between $107.88 and $108.68, with an estimated average price of $108.36. The stock is now traded at around $107.425000. The impact to a portfolio due to this purchase was 1.13%. The holding were 43,674 shares as of 2021-09-30.

Added: iShares Fallen Angels USD Bond ETF (FALN)

One Wealth Advisors, LLC added to a holding in iShares Fallen Angels USD Bond ETF by 301.61%. The purchase prices were between $29.59 and $30.27, with an estimated average price of $29.89. The stock is now traded at around $30.039300. The impact to a portfolio due to this purchase was 0.9%. The holding were 135,570 shares as of 2021-09-30.

Added: BTC iShares MSCI EAFE Value ETF (EFV)

One Wealth Advisors, LLC added to a holding in BTC iShares MSCI EAFE Value ETF by 26.01%. The purchase prices were between $49.8 and $52.99, with an estimated average price of $51.81. The stock is now traded at around $52.070000. The impact to a portfolio due to this purchase was 0.6%. The holding were 195,537 shares as of 2021-09-30.

Sold Out: BTC iShares MSCI USA Momentum Factor ETF (MTUM)

One Wealth Advisors, LLC sold out a holding in BTC iShares MSCI USA Momentum Factor ETF. The sale prices were between $166.71 and $183.38, with an estimated average price of $177.41.

Sold Out: iShares 0-5 Year Investment Grade Corporate Bond E (SLQD)

One Wealth Advisors, LLC sold out a holding in iShares 0-5 Year Investment Grade Corporate Bond E. The sale prices were between $51.52 and $51.7, with an estimated average price of $51.6.

Sold Out: iShares 10 Year Investment Grade Corporate Bond ET (IGLB)

One Wealth Advisors, LLC sold out a holding in iShares 10 Year Investment Grade Corporate Bond ET. The sale prices were between $68.92 and $71.7, with an estimated average price of $70.49.

Sold Out: eBay Inc (EBAY)

One Wealth Advisors, LLC sold out a holding in eBay Inc. The sale prices were between $65.35 and $77.55, with an estimated average price of $71.72.

Sold Out: Annexon Inc (ANNX)

One Wealth Advisors, LLC sold out a holding in Annexon Inc. The sale prices were between $16.35 and $23.4, with an estimated average price of $20.28.

Sold Out: ConocoPhillips (COP)

One Wealth Advisors, LLC sold out a holding in ConocoPhillips. The sale prices were between $52.44 and $68.04, with an estimated average price of $57.76.



Here is the complete portfolio of One Wealth Advisors, LLC. Also check out:

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