Evelyn Partners Investment Management Services’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.77M	Buy	4,971 +3,051	+159%	+$1.7M	0.37%	41
2025 Q1	$1.05M	Buy	+1,920	New	+$1.05M	0.18%	57