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Boston Financial Management’s MSCI MSCI Stock Holding History

Boston Financial 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
2024
Q4 		$18.6M Buy
30,933
+669
+2% +$401K 0.56% 56
2024
Q3 		$17.6M Sell
30,264
-280
-0.9% -$152K 0.53% 57
2024
Q2 		$14.7M Buy
30,544
+640
+2% +$318K 0.47% 58
2024
Q1 		$16.8M Buy
29,904
+25,667
+606% +$14.4M 0.53% 57
2023
Q4 		$2.4M Sell
4,237
-7
-0.2% -$3.61K 0.08% 129
2023
Q3 		$2.18M Buy
4,244
+107
+3% +$56.2K 0.08% 129
2023
Q2 		$1.94M Hold
4,137
– – 0.07% 143
2023
Q1 		$2.32M Sell
4,137
-69
-2% -$36.5K 0.09% 130
2022
Q4 		$1.96M Buy
4,206
+668
+19% +$311K 0.08% 134
2022
Q3 		$1.49M Buy
+3,538
New +$1.62M 0.06% 144

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

Boston Financial Management's MSCI Position: Q4 2024 in Review

Boston Financial Management increased its MSCI (MSCI) stake by 2.2% in Q4 2024, buying an estimated $401K and bringing the position to 30,933 shares worth $18.6M. The position accounts for 0.56% of the portfolio, ranked #56.

Boston Financial Management first reported a position in MSCI in Q3 2022 and has held it in 10 quarters since. 1,068 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Boston Financial Management held 30,933 shares of MSCI worth $18.6M as of Q4 2024.
  • Boston Financial Management bought 669 MSCI shares in Q4 2024, an estimated $401K.
  • MSCI made up 0.56% of Boston Financial Management's portfolio in Q4 2024, its #56 holding.
  • Boston Financial Management first reported a position in MSCI in Q3 2022 and has held it in 10 quarters since.
  • 1,068 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.