PWG
MSCI icon

Portside Wealth Group’s MSCI MSCI Stock Holding History

Portside Wealth Group’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 		$1.48M Sell
2,640
-621
-19% -$362K 0.17% 138
2026
Q1 		$1.76M Sell
3,261
-2,130
-40% -$1.2M 0.24% 106
2025
Q4 		$3.09M Sell
5,391
-1,090
-17% -$611K 0.42% 56
2025
Q3 		$3.68M Sell
6,481
-704
-10% -$398K 0.51% 48
2025
Q2 		$4.14M Sell
7,185
-15
-0.2% -$8.3K 0.61% 40
2025
Q1 		$4.07M Sell
7,200
-131
-2% -$76.1K 0.66% 38
2024
Q4 		$4.4M Sell
7,331
-368
-5% -$221K 0.73% 36
2024
Q3 		$4.49M Buy
7,699
+2,761
+56% +$1.5M 0.77% 28
2024
Q2 		$2.38M Buy
+4,938
New +$2.45M 0.45% 59

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