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OneAscent Financial Services’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

OneAscent Financial Services’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-4,153
Closed -$264K – 188
2019
Q3 		$264K Buy
+4,153
New +$263K 1.18% 15

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Morgan Stanley
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BlackRock
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OneAscent Financial Services's USMV Position: Q4 2019 in Review

OneAscent Financial Services sold out of iShares MSCI USA Min Vol Factor ETF (USMV) in Q4 2019, closing a stake of 4,153 shares — an estimated $264K sold.

OneAscent Financial Services first reported a position in USMV in Q3 2019 and held it in 1 quarter. The position peaked at $264K in Q3 2019. 923 funds tracked by Wall St. Rank hold USMV as of Q4 2019.

  • OneAscent Financial Services reported no remaining iShares MSCI USA Min Vol Factor ETF position as of Q4 2019 after selling out during the quarter.
  • OneAscent Financial Services sold 4,153 iShares MSCI USA Min Vol Factor ETF shares in Q4 2019, an estimated $264K.
  • OneAscent Financial Services first reported a position in iShares MSCI USA Min Vol Factor ETF in Q3 2019 and held it in 1 quarter.
  • OneAscent Financial Services's iShares MSCI USA Min Vol Factor ETF position peaked at $264K in Q3 2019.
  • 923 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q4 2019.

Based on OneAscent Financial Services's 13F filing for Q4 2019, filed 11 Feb 2020.