BFG
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Bleakley Financial Group’s MSCI MSCI Stock Holding History

Bleakley Financial Group’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
2025
Q1 		– Sell
-2,044
Closed -$1.23M – 805
2024
Q4 		$1.23M Buy
2,044
+19
+0.9% +$11.4K 0.04% 366
2024
Q3 		$1.18M Sell
2,025
-130
-6% -$70.5K 0.04% 370
2024
Q2 		$1.04M Sell
2,155
-272
-11% -$135K 0.03% 406
2024
Q1 		$1.36M Buy
2,427
+87
+4% +$48.9K 0.04% 369
2023
Q4 		$1.32M Buy
2,340
+148
+7% +$76.4K 0.04% 347
2023
Q3 		$1.12M Sell
2,192
-113
-5% -$59.4K 0.04% 359
2023
Q2 		$1.08M Sell
2,305
-1,029
-31% -$502K 0.03% 387
2023
Q1 		$1.87M Buy
3,334
+223
+7% +$118K 0.06% 266
2022
Q4 		$1.45M Buy
+3,111
New +$1.45M 0.05% 318

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return