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Optimize Financial’s MSCI MSCI Stock Holding History

Optimize Financial’s Portfolio MSCI Stock Details MSCI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$381K Sell
661
-4
-0.6% -$2.31K 0.23% 125
2025
Q1 		$376K Buy
665
+69
+12% +$39K 0.27% 125
2024
Q4 		$358K Buy
+596
New +$358K 0.27% 112