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Better Money Decisions’s MSCI MSCI Stock Holding History

Better Money Decisions’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
2021
Q4 		– Sell
-28
Closed -$17K – 386
2021
Q3 		$17K Hold
28
– – 0.01% 306
2021
Q2 		$15K Hold
28
– – 0.01% 312
2021
Q1 		$12K Buy
+28
New +$11.8K 0.01% 301

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Better Money Decisions's MSCI Position: Q4 2021 in Review

Better Money Decisions sold out of MSCI (MSCI) in Q4 2021, closing a stake of 28 shares — an estimated $17K sold.

Better Money Decisions first reported a position in MSCI in Q1 2021 and held it in 3 quarters. The position peaked at $17K in Q3 2021. 849 funds tracked by Wall St. Rank hold MSCI as of Q4 2021.

  • Better Money Decisions reported no remaining MSCI position as of Q4 2021 after selling out during the quarter.
  • Better Money Decisions sold 28 MSCI shares in Q4 2021, an estimated $17K.
  • Better Money Decisions first reported a position in MSCI in Q1 2021 and held it in 3 quarters.
  • Better Money Decisions's MSCI position peaked at $17K in Q3 2021.
  • 849 funds tracked by Wall St. Rank held MSCI as of Q4 2021.

Based on Better Money Decisions's 13F filing for Q4 2021, filed 14 Feb 2022.