Focus Partners Wealth
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Focus Partners Wealth’s MSCI MSCI Stock Holding History

Focus Partners Wealth’s Portfolio MSCI Stock Details MSCI Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$40.3M Buy
2025
Q2 		$14.5M Buy
2025
Q1 		$14M Buy
2024
Q4 		$13.5M Buy
2024
Q3 		$4.01M Sell
2024
Q2 		$10.6M Buy
2024
Q1 		$3M Buy
2023
Q4 		$2.57M Buy