Modera Wealth Management’s MSCI MSCI Stock Holding History

Modera Wealth Management’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
2025 Q3	–	Sell
2025 Q2	$4.98M	Buy
2025 Q1	$4.88M	Sell
2024 Q4	$5.21M	Sell
2024 Q3	$6.98M	Sell
2024 Q2	$5.78M	Sell
2024 Q1	$6.73M	Buy
2023 Q4	$6.78M	Sell
2023 Q3	$11.3M	Buy
2023 Q2	$10.3M	Buy