Callan Family Office’s MSCI MSCI Stock Holding History

Callan Family Office’s Portfolio MSCI Stock Details MSCI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.26M	Sell
2025 Q4	$3.91M	Buy
2025 Q3	$1.57M	Sell
2025 Q2	$2.09M	Buy
2025 Q1	$1.06M	Buy
2024 Q4	$896K	Buy