Mowery & Schoenfeld Wealth Management’s MSCI MSCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$6.94K	Hold	12	–	–	0.01%	244
2025 Q1	$6.81K	Sell	12 -2	-14%	-$1.14K	0.01%	295
2024 Q4	$8.4K	Buy	+14	New	+$8.4K	0.02%	246