IFP Advisors’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $205K | Buy |
380
+106
| +39% | +$59.8K | ﹤0.01% | 1391 |
|
|
2025
Q4 | $157K | Sell |
274
-2,278
| -89% | -$1.28M | ﹤0.01% | 1510 |
|
|
2025
Q3 | $1.45M | Sell |
2,552
-233
| -8% | -$132K | 0.04% | 479 |
|
|
2025
Q2 | $1.61M | Buy |
2,785
+588
| +27% | +$325K | 0.05% | 413 |
|
|
2025
Q1 | $1.24M | Buy |
2,197
+126
| +6% | +$73.2K | 0.04% | 498 |
|
|
2024
Q4 | $1.24M | Buy |
2,071
+85
| +4% | +$51K | 0.04% | 471 |
|
|
2024
Q3 | $1.16M | Buy |
1,986
+1,591
| +403% | +$863K | 0.04% | 444 |
|
|
2024
Q2 | $190K | Buy |
395
+183
| +86% | +$90.8K | 0.01% | 1070 |
|
|
2024
Q1 | $119K | Buy |
212
+8
| +4% | +$4.5K | 0.01% | 1214 |
|
|
2023
Q4 | $115K | Sell |
204
-111
| -35% | -$57.3K | 0.01% | 1185 |
|
|
2023
Q3 | $162K | Sell |
315
-144
| -31% | -$75.7K | 0.01% | 1053 |
|
|
2023
Q2 | $215K | Sell |
459
-59
| -11% | -$28.8K | 0.01% | 978 |
|
|
2023
Q1 | $84.7K | Sell |
518
-303
| -37% | -$160K | ﹤0.01% | 1339 |
|
|
2022
Q4 | $163K | Buy |
821
+57
| +7% | +$26.5K | ﹤0.01% | 1457 |
|
|
2022
Q3 | $160K | Buy |
764
+147
| +24% | +$67.3K | ﹤0.01% | 1547 |
|
|
2022
Q2 | $130K | Hold |
617
| – | – | ﹤0.01% | 1527 |
|
|
2022
Q1 | $130K | Buy |
617
+84
| +16% | +$43.6K | ﹤0.01% | 1527 |
|
|
2021
Q4 | $329K | Buy |
533
+152
| +40% | +$95.3K | 0.01% | 745 |
|
|
2021
Q3 | $232K | Buy |
381
+35
| +10% | +$21.4K | ﹤0.01% | 889 |
|
|
2021
Q2 | $185K | Sell |
346
-135
| -28% | -$64.3K | ﹤0.01% | 940 |
|
|
2021
Q1 | $202K | Sell |
481
-46
| -9% | -$19.3K | ﹤0.01% | 832 |
|
|
2020
Q4 | $235K | Buy |
527
+12
| +2% | +$4.71K | 0.01% | 737 |
|
|
2020
Q3 | $182K | Buy |
515
+1
| +0.2% | +$363 | 0.01% | 738 |
|
|
2020
Q2 | $169K | Buy |
514
+81
| +19% | +$26.2K | 0.01% | 733 |
|
|
2020
Q1 | $127K | Sell |
433
-92
| -18% | -$26.1K | 0.01% | 734 |
|
|
2019
Q4 | $136K | Sell |
525
-39
| -7% | -$9.51K | 0.01% | 793 |
|
|
2019
Q3 | $122K | Buy |
+564
| New | +$131K | 0.01% | 964 |
|
|
2019
Q1 | $38K | Sell |
191
-333
| -64% | -$57.9K | 0.01% | 1079 |
|
|
2018
Q4 | $76K | Sell |
524
-25
| -5% | -$3.81K | ﹤0.01% | 1352 |
|
|
2018
Q3 | $97K | Buy |
549
+195
| +55% | +$33.9K | ﹤0.01% | 1485 |
|
|
2018
Q2 | $59K | Sell |
354
-222
| -39% | -$35K | ﹤0.01% | 1823 |
|
|
2018
Q1 | $73K | Hold |
576
| – | – | ﹤0.01% | 1571 |
|
|
2017
Q4 | $73K | Sell |
576
-29
| -5% | -$3.62K | ﹤0.01% | 1583 |
|
|
2017
Q3 | $71K | Buy |
605
+255
| +73% | +$28.3K | ﹤0.01% | 1770 |
|
|
2017
Q2 | $36K | Sell |
350
-7
| -2% | -$705 | ﹤0.01% | 2185 |
|
|
2017
Q1 | $35K | Sell |
357
-59
| -14% | -$5.34K | ﹤0.01% | 2146 |
|
|
2016
Q4 | $33K | Buy |
416
+63
| +18% | +$5.08K | ﹤0.01% | 2127 |
|
|
2016
Q3 | $30K | Buy |
353
+203
| +135% | +$17.3K | ﹤0.01% | 2152 |
|
|
2016
Q2 | $12K | Sell |
150
-41
| -21% | -$3.1K | ﹤0.01% | 2658 |
|
|
2016
Q1 | $38K | Sell |
191
-139
| -42% | -$9.61K | 0.01% | 1079 |
|
|
2015
Q4 | $24K | Buy |
+330
| New | +$22.1K | ﹤0.01% | 2056 |
|
Other funds holding MSCI
VCM
VPM
