Focus Partners Wealth’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5M | Buy |
25,179
+451
| +2% | +$260K | 0.03% | 426 |
|
|
2025
Q1 | $14M | Buy |
24,728
+2,277
| +10% | +$1.29M | 0.04% | 406 |
|
|
2024
Q4 | $13.5M | Buy |
22,451
+15,547
| +225% | +$9.33M | 0.04% | 398 |
|
|
2024
Q3 | $4.01M | Sell |
6,904
-15,115
| -69% | -$8.78M | 0.01% | 607 |
|
|
2024
Q2 | $10.6M | Buy |
22,019
+16,663
| +311% | +$8.03M | 0.04% | 379 |
|
|
2024
Q1 | $3M | Buy |
5,356
+808
| +18% | +$453K | 0.02% | 417 |
|
|
2023
Q4 | $2.57M | Buy |
+4,548
| New | +$2.57M | 0.03% | 319 |
|