AG
Ascent Group’s iShares Trust iShares ESG Optimized MSCI USA Min Vol Factor ETF ESMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $355K | Buy |
+12,287
| New | +$355K | 0.01% | 540 |
|
|
2023
Q3 | – | Sell |
-37,553
| Closed | -$897K | – | 469 |
|
|
2023
Q2 | $897K | Buy |
+37,553
| New | +$897K | 0.1% | 250 |
|
|
2023
Q1 | – | Sell |
-15,011
| Closed | -$341K | – | 480 |
|
|
2022
Q4 | $341K | Buy |
+15,011
| New | +$341K | 0.04% | 371 |
|