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DiNuzzo Private Wealth’s MSCI MSCI Stock Holding History

DiNuzzo Private Wealth’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
2026
Q2 		$3.92K Hold
7
– – ﹤0.01% 467
2026
Q1 		$3.77K Hold
7
– – ﹤0.01% 449
2025
Q4 		$4.02K Hold
7
– – ﹤0.01% 424
2025
Q3 		$3.98K Hold
7
– – ﹤0.01% 421
2025
Q2 		$4.04K Hold
7
– – ﹤0.01% 419
2025
Q1 		$3.96K Hold
7
– – ﹤0.01% 406
2024
Q4 		$4.2K Hold
7
– – ﹤0.01% 392
2024
Q3 		$4.08K Hold
7
– – ﹤0.01% 402
2024
Q2 		$3.37K Buy
7
+1
+17% +$496 ﹤0.01% 369
2024
Q1 		$3.36K Hold
6
– – ﹤0.01% 324
2023
Q4 		$3.39K Buy
+6
New +$3.1K ﹤0.01% 302

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
MCRM
Midway Capital Research & Management Chicago, Illinois $126M AUM