Integrated Wealth Concepts’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.4M | Sell |
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|
2025
Q2 | $1.82M | Buy |
|
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $998K | Buy |
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|
2024
Q3 | $921K | Buy |
|
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|
2024
Q2 | $275K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $377K | Sell |
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|
2021
Q3 | $395K | Buy |
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|
2021
Q2 | $263K | Sell |
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|
2021
Q1 | $265K | Buy |
|