Accurate Wealth Management’s McElhenny Sheffield Managed Risk ETF MSMR Stock Holding History

Accurate Wealth Management’s Portfolio MSMR Stock Details MSMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$391K	Buy
2025 Q2	$360K	Sell
2025 Q1	$475K	Buy
2023 Q1	–	Sell
2022 Q4	$170K	Buy
2022 Q3	$220K	Buy
2022 Q2	–	Sell
2022 Q1	$236K	Buy