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Bartlett & Co Wealth Management’s MSCI MSCI Stock Holding History

Bartlett & Co 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
2026
Q1 		$3.49K Buy
6
+1
+20% +$564 ﹤0.01% 1057
2025
Q4 		$2.87K Hold
5
– – ﹤0.01% 1094
2025
Q3 		$2.84K Buy
5
+4
+400% +$2.26K ﹤0.01% 1069
2025
Q2 		$577 Buy
+1
New +$553 ﹤0.01% 1163
2022
Q4 		– Sell
-4
Closed -$1.69K – 1166
2022
Q3 		$1.69K Sell
4
-6
-60% -$2.75K ﹤0.01% 1067
2022
Q2 		$4.12K Buy
+10
New +$4.35K ﹤0.01% 1061
2021
Q3 		– Sell
-1
Closed -$533 – 1022
2021
Q2 		$533 Hold
1
– – ﹤0.01% 1021
2021
Q1 		$419 Hold
1
– – ﹤0.01% 1064
2020
Q4 		$447 Buy
+1
New +$392 ﹤0.01% 1164

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return