Equitable Trust’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $259K | Sell |
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|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $344K | Hold |
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|
2024
Q4 | $365K | Hold |
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|
2024
Q3 | $354K | Buy |
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|
2024
Q2 | $235K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.71M | Sell |
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|
2021
Q3 | $2.75M | Sell |
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|
2021
Q2 | $2.46M | Sell |
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|
2021
Q1 | $2.11M | Sell |
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|
2020
Q4 | $3.65M | Sell |
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|
2020
Q3 | $3.02M | Sell |
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|
2020
Q2 | $3.91M | Sell |
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|
2020
Q1 | $3.46M | Buy |
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|
2019
Q4 | $2.9M | Buy |
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|
2019
Q3 | $2.41M | Buy |
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