BTI
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Blue Trust Inc’s MSCI MSCI Stock Holding History

Blue Trust Inc’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 		$83.5K Buy
155
+1
+0.6% +$564 ﹤0.01% 1107
2025
Q4 		$88.4K Sell
154
-1
-0.6% -$561 ﹤0.01% 1125
2025
Q3 		$87.9K Sell
155
-57
-27% -$32.2K ﹤0.01% 1132
2025
Q2 		$122K Buy
212
+43
+25% +$23.8K ﹤0.01% 964
2025
Q1 		$95.6K Sell
169
-50
-23% -$29.1K ﹤0.01% 1013
2024
Q4 		$131K Sell
219
-628
-74% -$377K ﹤0.01% 816
2024
Q3 		$408K Sell
847
-365
-30% -$198K 0.01% 548
2024
Q2 		$679K Buy
1,212
+888
+274% +$441K 0.01% 289
2024
Q1 		$182K Buy
324
+127
+64% +$71.4K ﹤0.01% 539
2023
Q4 		$100K Buy
197
+117
+146% +$60.4K ﹤0.01% 677
2023
Q3 		$37K Buy
80
+41
+105% +$21.5K ﹤0.01% 958
2023
Q2 		$21K Buy
39
+5
+15% +$2.44K ﹤0.01% 1030
2023
Q1 		$16K Sell
34
-11
-24% -$5.82K ﹤0.01% 1452
2022
Q4 		$19K Buy
45
+9
+25% +$4.19K ﹤0.01% 1312
2022
Q3 		$15K Buy
36
+26
+260% +$11.9K ﹤0.01% 1207
2022
Q2 		$6K Buy
+10
New +$4.35K ﹤0.01% 1389

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
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