Wealthfront Advisers’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.95M | Buy |
6,848
+641
| +10% | +$370K | 0.01% | 424 |
|
|
2025
Q1 | $3.51M | Buy |
6,207
+346
| +6% | +$196K | 0.01% | 418 |
|
|
2024
Q4 | $3.52M | Buy |
5,861
+655
| +13% | +$393K | 0.01% | 400 |
|
|
2024
Q3 | $3.03M | Buy |
5,206
+303
| +6% | +$177K | 0.01% | 409 |
|
|
2024
Q2 | $2.36M | Sell |
4,903
-1,281
| -21% | -$617K | 0.01% | 447 |
|
|
2024
Q1 | $3.47M | Sell |
6,184
-290
| -4% | -$163K | 0.01% | 357 |
|
|
2023
Q4 | $3.66M | Sell |
6,474
-36
| -0.6% | -$20.4K | 0.01% | 314 |
|
|
2023
Q3 | $3.34M | Sell |
6,510
-174
| -3% | -$89.3K | 0.01% | 305 |
|
|
2023
Q2 | $3.14M | Buy |
6,684
+197
| +3% | +$92.5K | 0.01% | 314 |
|
|
2023
Q1 | $3.63M | Buy |
6,487
+764
| +13% | +$428K | 0.02% | 267 |
|
|
2022
Q4 | $2.66M | Sell |
5,723
-474
| -8% | -$220K | 0.01% | 330 |
|
|
2022
Q3 | $2.61M | Buy |
6,197
+518
| +9% | +$219K | 0.01% | 310 |
|
|
2022
Q2 | $2.34M | Buy |
5,679
+276
| +5% | +$114K | 0.01% | 341 |
|
|
2022
Q1 | $2.72M | Sell |
5,403
-336
| -6% | -$169K | 0.01% | 331 |
|
|
2021
Q4 | $3.52M | Sell |
5,739
-294
| -5% | -$180K | 0.01% | 267 |
|
|
2021
Q3 | $3.67M | Buy |
6,033
+323
| +6% | +$197K | 0.02% | 207 |
|
|
2021
Q2 | $3.04M | Buy |
5,710
+740
| +15% | +$394K | 0.01% | 213 |
|
|
2021
Q1 | $2.08M | Sell |
4,970
-196
| -4% | -$82.2K | 0.01% | 252 |
|
|
2020
Q4 | $2.31M | Buy |
5,166
+311
| +6% | +$139K | 0.01% | 188 |
|
|
2020
Q3 | $1.73M | Buy |
4,855
+123
| +3% | +$43.9K | 0.01% | 209 |
|
|
2020
Q2 | $1.58M | Sell |
4,732
-89
| -2% | -$29.7K | 0.01% | 214 |
|
|
2020
Q1 | $1.39M | Buy |
4,821
+1,530
| +46% | +$442K | 0.01% | 197 |
|
|
2019
Q4 | $850K | Buy |
3,291
+1,335
| +68% | +$345K | 0.01% | 350 |
|
|
2019
Q3 | $426K | Sell |
1,956
-1,055
| -35% | -$230K | ﹤0.01% | 391 |
|
|
2019
Q2 | $719K | Buy |
3,011
+1,807
| +150% | +$431K | 0.01% | 332 |
|
|
2019
Q1 | $239K | Buy |
+1,204
| New | +$239K | ﹤0.01% | 454 |
|