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Clearstead Trust’s MSCI MSCI Stock Holding History

Clearstead Trust’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.4K Buy
+25
New +$14.4K ﹤0.01% 505
2023
Q4 		– Sell
-14
Closed -$7.18K – 449
2023
Q3 		$7.18K Buy
+14
New +$7.18K ﹤0.01% 366