OneAscent Financial Services’s MSCI MSCI Stock Holding History

OneAscent Financial Services’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$232K	Sell
2025 Q1	$236K	Sell
2024 Q4	$299K	Sell
2024 Q3	$375K	Sell
2024 Q2	$369K	Buy
2024 Q1	$302K	Buy
2023 Q4	$246K	Buy
2021 Q4	–	Sell
2021 Q3	$245K	Buy
2021 Q1	$210K	Buy