OneAscent Wealth Management’s Element Solutions ESI Stock Holding History

OneAscent Wealth Management’s Portfolio ESI Stock Details ESI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$202K	Buy
2024 Q4	–	Sell
2024 Q3	$241K	Sell
2024 Q2	$279K	Buy
2024 Q1	$215K	Buy