OneAscent Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Hold |
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|
2025
Q1 | $322K | Sell |
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|
2024
Q4 | $338K | Sell |
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2024
Q3 | $355K | Sell |
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|
2024
Q2 | $354K | Sell |
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|
2024
Q1 | $418K | Sell |
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|
2023
Q4 | $394K | Sell |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $706K | Sell |
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|
2023
Q1 | $825K | Sell |
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|
2022
Q4 | $936K | Sell |
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|
2022
Q3 | $945K | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.45M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.01M | Buy |
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