First Foundation Advisors’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.61M Buy
2025
Q1
$4.5M Buy
2024
Q4
$4.5M Buy
2024
Q3
$3.87M Buy
2024
Q2
$2.71M Buy
2024
Q1
$2.89M Buy
2023
Q4
$2.69M Sell
2023
Q3
$2.45M Buy