JFS Wealth Advisors’s MSCI MSCI Stock Holding History

JFS Wealth Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$30.8K	Buy	55 +1	+2%	+$583	﹤0.01%	648
2026 Q1	$29.1K	Sell	54 -12	-18%	-$6.77K	﹤0.01%	641
2025 Q4	$37.9K	Buy	66 +8	+14%	+$4.49K	﹤0.01%	595
2025 Q3	$32.9K	Hold	58	–	–	﹤0.01%	587
2025 Q2	$33.5K	Sell	58 -3	-5%	-$1.66K	﹤0.01%	549
2025 Q1	$34.5K	Hold	61	–	–	﹤0.01%	544
2024 Q4	$36.6K	Hold	61	–	–	﹤0.01%	517
2024 Q3	$35.6K	Sell	61 -112	-65%	-$60.7K	﹤0.01%	524
2024 Q2	$83.3K	Sell	173 -3	-2%	-$1.49K	0.01%	341
2024 Q1	$98.4K	Buy	176 +1	+0.6%	+$562	0.01%	316
2023 Q4	$99.1K	Buy	175 +39	+29%	+$20.1K	0.01%	304
2023 Q3	$69.8K	Hold	136	–	–	0.01%	332
2023 Q2	$63.7K	Sell	136 -2	-1%	-$976	0.01%	341
2023 Q1	$77.4K	Sell	138 -1	-0.7%	-$529	0.01%	313
2022 Q4	$64.7K	Buy	139 +4	+3%	+$1.86K	0.01%	334
2022 Q3	$57K	Buy	135 +1	+0.7%	+$458	0.01%	358
2022 Q2	$55K	Buy	134 +11	+9%	+$4.79K	0.01%	378
2022 Q1	$62K	Buy	123 +6	+5%	+$3.11K	0.01%	377
2021 Q4	$72K	Buy	+117	New	+$73.4K	0.01%	360

Other funds holding MSCI

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return