Atria Wealth Solutions’s MSCI MSCI Stock Holding History

Atria Wealth Solutions’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-567	Closed	-$321K	–	1740
2025 Q1	$321K	Sell	567 -385	-40%	-$224K	﹤0.01%	1435
2024 Q4	$571K	Sell	952 -20	-2%	-$12K	0.01%	1202
2024 Q3	$567K	Sell	972 -1,471	-60%	-$798K	0.01%	1185
2024 Q2	$1.18M	Buy	2,443 +533	+28%	+$264K	0.01%	823
2024 Q1	$1.07M	Sell	1,910 -275	-13%	-$155K	0.01%	878
2023 Q4	$1.24M	Sell	2,185 -96	-4%	-$49.6K	0.02%	782
2023 Q3	$1.17M	Sell	2,281 -191	-8%	-$100K	0.02%	743
2023 Q2	$1.16M	Sell	2,472 -319	-11%	-$156K	0.02%	785
2023 Q1	$1.56M	Buy	2,791 +2,128	+321%	+$1.13M	0.02%	631
2022 Q4	$309K	Buy	663 +11	+2%	+$5.12K	0.01%	1347
2022 Q3	$275K	Sell	652 -616	-49%	-$282K	﹤0.01%	1352
2022 Q2	$523K	Sell	1,268 -954	-43%	-$415K	0.01%	953
2022 Q1	$1.12M	Buy	+2,222	New	+$1.15M	0.02%	685

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return