AWM
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Accel Wealth Management’s MSCI MSCI Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-37
Closed -$20.7K – 601
2023
Q1 		$20.7K Hold
37
– – 0.01% 701
2022
Q4 		$17.2K Hold
37
– – 0.01% 589
2022
Q3 		$17K Hold
37
– – 0.01% 609
2022
Q2 		$15K Hold
37
– – 0.01% 611
2022
Q1 		$19K Hold
37
– – 0.01% 576
2021
Q4 		$23K Hold
37
– – 0.01% 541
2021
Q3 		$23K Hold
37
– – 0.01% 472
2021
Q2 		$20K Hold
37
– – 0.01% 544
2021
Q1 		$16K Hold
37
– – 0.01% 562
2020
Q4 		$17K Buy
+37
New +$14.5K 0.02% 526

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return