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Kaufman Rossin Wealth’s MSCI MSCI Stock Holding History

Kaufman Rossin Wealth’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$342K Sell
593
-265
-31% -$153K 0.22% 65
2025
Q1 		$485K Buy
+858
New +$485K 0.35% 42