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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Accel Wealth Management's MSCI Position: Q2 2023 in Review

Accel Wealth Management sold out of MSCI (MSCI) in Q2 2023, closing a stake of 37 shares — an estimated $20.7K sold.

Accel Wealth Management first reported a position in MSCI in Q4 2020 and held it in 10 quarters. The position peaked at $23K in Q4 2021. 813 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

  • Accel Wealth Management reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 37 MSCI shares in Q2 2023, an estimated $20.7K.
  • Accel Wealth Management first reported a position in MSCI in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's MSCI position peaked at $23K in Q4 2021.
  • 813 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.