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BSW Wealth Partners’s MSCI MSCI Stock Holding History

BSW Wealth Partners’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
2023
Q2 		– Sell
-1,185
Closed -$663K – 305
2023
Q1 		$663K Sell
1,185
-21
-2% -$11.1K 0.14% 110
2022
Q4 		$561K Buy
1,206
+224
+23% +$104K 0.12% 125
2022
Q3 		$414K Buy
982
+23
+2% +$10.5K 0.1% 137
2022
Q2 		$395K Buy
959
+117
+14% +$50.9K 0.09% 146
2022
Q1 		$423K Buy
842
+103
+14% +$53.4K 0.11% 147
2021
Q4 		$453K Sell
739
-130
-15% -$81.5K 0.11% 133
2021
Q3 		$529K Buy
869
+117
+16% +$71.5K 0.15% 103
2021
Q2 		$401K Buy
752
+238
+46% +$113K 0.11% 123
2021
Q1 		$216K Buy
+514
New +$216K 0.06% 198
2018
Q4 		– Sell
-1,599
Closed -$284K – 122
2018
Q3 		$284K Buy
+1,599
New +$278K 0.11% 83

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 $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

BSW Wealth Partners's MSCI Position: Q2 2023 in Review

BSW Wealth Partners sold out of MSCI (MSCI) in Q2 2023, closing a stake of 1,185 shares — an estimated $663K sold.

BSW Wealth Partners first reported a position in MSCI in Q3 2018 and held it in 10 quarters. The position peaked at $663K in Q1 2023. 813 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

  • BSW Wealth Partners reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 1,185 MSCI shares in Q2 2023, an estimated $663K.
  • BSW Wealth Partners first reported a position in MSCI in Q3 2018 and held it in 10 quarters.
  • BSW Wealth Partners's MSCI position peaked at $663K in Q1 2023.
  • 813 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on BSW Wealth Partners's 13F filing for Q2 2023, filed 11 Aug 2023.