LI
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LRI Investments’s MSCI MSCI Stock Holding History

LRI Investments’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 		$31.4K Sell
56
-6
-10% -$3.5K ﹤0.01% 646
2026
Q1 		$33.4K Buy
62
+1
+2% +$564 ﹤0.01% 584
2025
Q4 		$35K Hold
61
– – ﹤0.01% 606
2025
Q3 		$34.6K Sell
61
-47
-44% -$26.6K ﹤0.01% 616
2025
Q2 		$62.2K Buy
108
+6
+6% +$3.32K 0.01% 518
2025
Q1 		$57.6K Buy
102
+3
+3% +$1.74K 0.01% 519
2024
Q4 		$59.6K Buy
99
+55
+125% +$33K 0.01% 506
2024
Q3 		$26.7K Buy
44
+24
+120% +$13K ﹤0.01% 604
2024
Q2 		$9.63K Hold
20
– – ﹤0.01% 758
2024
Q1 		$11.2K Buy
+20
New +$11.2K ﹤0.01% 483

Other funds holding MSCI

PAM
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
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
MJRIC
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return