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Aprio Wealth Management’s MSCI MSCI Stock Holding History

Aprio Wealth Management’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-450
Closed -$255K – 424
2025
Q1 		$255K Buy
450
+72
+19% +$40.8K 0.03% 302
2024
Q4 		$227K Buy
+378
New +$227K 0.03% 277