BWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return