Waverly Advisors’s MSCI MSCI Stock Holding History

Waverly Advisors’s Portfolio MSCI Stock Details MSCI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$393K	Buy
2025 Q2	$320K	Buy
2025 Q1	$282K	Buy
2024 Q4	$203K	Buy
2015 Q2	–	Sell
2015 Q1	$25K	Sell
2014 Q4	$22K	Buy
2014 Q3	$11K	Buy