AWM
MSCI icon

Angeles Wealth Management’s MSCI MSCI Stock Holding History

Angeles 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
2025
Q2 		– Sell
-488
Closed -$276K – 443
2025
Q1 		$276K Sell
488
-4
-0.8% -$2.33K 0.02% 232
2024
Q4 		$295K Buy
492
+17
+4% +$10.2K 0.02% 215
2024
Q3 		$277K Buy
475
+31
+7% +$16.8K 0.02% 217
2024
Q2 		$214K Buy
+444
New +$220K 0.02% 220
2023
Q2 		– Sell
-1,122
Closed -$628K – 223
2023
Q1 		$628K Buy
1,122
+95
+9% +$50.3K 0.09% 101
2022
Q4 		$478K Buy
1,027
+21
+2% +$9.77K 0.08% 104
2022
Q3 		$424K Sell
1,006
-20
-2% -$9.15K 0.08% 104
2022
Q2 		$423K Sell
1,026
-394
-28% -$172K 0.08% 112
2022
Q1 		$714K Buy
+1,420
New +$736K 0.14% 86

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return