BerganKDV Wealth Management’s MSCI MSCI Stock Holding History

BerganKDV 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	$939	Sell	2 -2	-50%	-$976	﹤0.01%	763
2023 Q1	$2.24K	Hold	4	–	–	﹤0.01%	809
2022 Q4	$1.86K	Sell	4 -20	-83%	-$9.31K	﹤0.01%	811
2022 Q3	$10K	Hold	24	–	–	﹤0.01%	573
2022 Q2	$10K	Buy	24 +2	+9%	+$871	﹤0.01%	597
2022 Q1	$11K	Hold	22	–	–	﹤0.01%	601
2021 Q4	$13K	Hold	22	–	–	﹤0.01%	620
2021 Q3	$13K	Buy	+22	New	+$13.4K	﹤0.01%	597
2020 Q3	–	Sell	-20	Closed	-$7K	–	972
2020 Q2	$7K	Buy	+20	New	+$6.47K	﹤0.01%	586

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

BerganKDV Wealth Management reduced its MSCI (MSCI) stake by 50% in Q2 2023, selling an estimated $976 and leaving 2 shares worth $939. The position accounts for ﹤0.01% of the portfolio, ranked #763.

BerganKDV Wealth Management first reported a position in MSCI in Q2 2020 and has held it in 9 quarters since. The position peaked at $13K in Q4 2021. 813 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

BerganKDV Wealth Management held 2 shares of MSCI worth $939 as of Q2 2023.
BerganKDV Wealth Management sold 2 MSCI shares in Q2 2023, an estimated $976.
MSCI made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #763 holding.
BerganKDV Wealth Management first reported a position in MSCI in Q2 2020 and has held it in 9 quarters since.
BerganKDV Wealth Management's MSCI position peaked at $13K in Q4 2021.
813 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

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