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EPG Wealth Management LLC

SEC CIK
0001803058
Latest filing
Jul 28, 2026

MSCI holding history

MSCI Inc. in every 13F filed by EPG Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MSCI overviewAll 13F holders of MSCIFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q4 2023
Holdings of MSCI by EPG Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−1,632−100.0%Sold outHolders
Q3 20241,632$951.3K0.2%+1,632AddedHolders
Q2 20240$776.0K0.2%−1,495−100.0%ReducedHolders
Q1 20241,495$838.1K0.2%+22+1.5%AddedHolders
Q4 20231,473$847.9K0.2%+1,473NewHolders