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Marshall & Sterling Wealth Advisors’s MSCI MSCI Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$12.1K Buy
21
+7
+50% +$4.04K 0.01% 301
2025
Q1 		$7.92K Buy
+14
New +$7.92K 0.01% 368