JWA
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JFS Wealth Advisors’s Mine Safety MSA Stock Holding History

JFS Wealth Advisors’s Portfolio MSA Stock Details MSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$44.2K Hold
253
– – ﹤0.01% 572
2026
Q1 		$41.5K Buy
253
+2
+0.8% +$366 ﹤0.01% 563
2025
Q4 		$40.2K Buy
251
+8
+3% +$1.3K ﹤0.01% 583
2025
Q3 		$41.8K Hold
243
– – ﹤0.01% 537
2025
Q2 		$40.7K Sell
243
-5
-2% -$782 ﹤0.01% 504
2025
Q1 		$36.4K Sell
248
-3
-1% -$478 ﹤0.01% 535
2024
Q4 		$41.6K Buy
251
+124
+98% +$21.3K ﹤0.01% 497
2024
Q3 		$22.5K Sell
127
-1,440
-92% -$262K ﹤0.01% 617
2024
Q2 		$294K Sell
1,567
-266
-15% -$49.5K 0.02% 197
2024
Q1 		$355K Buy
1,833
+4
+0.2% +$703 0.03% 184
2023
Q4 		$309K Buy
1,829
+4
+0.2% +$650 0.03% 186
2023
Q3 		$288K Buy
1,825
+9
+0.5% +$1.55K 0.03% 183
2023
Q2 		$316K Buy
1,816
+8
+0.4% +$1.15K 0.03% 177
2023
Q1 		$241K Buy
1,808
+7
+0.4% +$943 0.02% 196
2022
Q4 		$260K Buy
+1,801
New +$236K 0.03% 193
2022
Q2 		– Sell
-20
Closed -$3K – 1863
2022
Q1 		$3K Buy
20
+13
+186% +$1.8K ﹤0.01% 1278
2021
Q4 		$1K Buy
+7
New +$1.05K ﹤0.01% 1461

Other funds holding MSA

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
NWAG
Net Worth Advisory Group Sandy, Utah $397M AUM 29.92% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return