Bell Investment Advisors’s MSCI MSCI Stock Holding History

Bell Investment Advisors’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	$16.2K	Sell	30 -5	-14%	-$2.82K	﹤0.01%	511
2025 Q4	$20.1K	Sell	35 -3	-8%	-$1.68K	﹤0.01%	448
2025 Q3	$21.6K	Buy	38 +5	+15%	+$2.83K	﹤0.01%	396
2025 Q2	$19K	Sell	33 -4	-11%	-$2.21K	﹤0.01%	439
2025 Q1	$20.9K	Hold	37	–	–	﹤0.01%	374
2024 Q4	$22.2K	Hold	37	–	–	﹤0.01%	361
2024 Q3	$21.6K	Sell	37 -2	-5%	-$1.08K	﹤0.01%	383
2024 Q2	$18.8K	Buy	39 +1	+3%	+$496	﹤0.01%	409
2024 Q1	$21.3K	Sell	38 -1	-3%	-$562	﹤0.01%	368
2023 Q4	$22.1K	Buy	39 +3	+8%	+$1.55K	﹤0.01%	334
2023 Q3	$18.5K	Sell	36 -5	-12%	-$2.63K	﹤0.01%	328
2023 Q2	$19.2K	Sell	41 -5	-11%	-$2.44K	﹤0.01%	323
2023 Q1	$25.7K	Hold	46	–	–	0.01%	257
2022 Q4	$21.4K	Buy	46 +19	+70%	+$8.84K	0.01%	289
2022 Q3	$11K	Sell	27 -41	-60%	-$18.8K	﹤0.01%	391
2022 Q2	$28K	Buy	+68	New	+$29.6K	0.01%	211
2021 Q4	$15K	Buy	24 +7	+41%	+$4.39K	﹤0.01%	374
2021 Q3	$10K	Buy	+17	New	+$10.4K	﹤0.01%	459

Other funds holding MSCI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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