BGAI
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Bruce G. Allen Investments’s MSCI MSCI Stock Holding History

Bruce G. Allen Investments’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 		$7.55K Buy
14
+7
+100% +$3.95K ﹤0.01% 519
2025
Q4 		$4.02K Hold
7
– – ﹤0.01% 592
2025
Q3 		$3.97K Hold
7
– – ﹤0.01% 599
2025
Q2 		$4.04K Hold
7
– – ﹤0.01% 600
2025
Q1 		$3.96K Hold
7
– – ﹤0.01% 599
2024
Q4 		$4.2K Hold
7
– – ﹤0.01% 604
2024
Q3 		$4.08K Hold
7
– – ﹤0.01% 610
2024
Q2 		$3.37K Hold
7
– – ﹤0.01% 618
2024
Q1 		$3.92K Hold
7
– – ﹤0.01% 625
2023
Q4 		$3.96K Buy
+7
New +$3.61K ﹤0.01% 628

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