Claris Advisors’s MSCI MSCI Stock Holding History

Claris Advisors’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	–	Sell	-2	Closed	-$1.17K	–	740
2024 Q3	$1.17K	Buy	+2	New	+$1.08K	﹤0.01%	398

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Claris Advisors's MSCI Position: Q4 2024 in Review

Claris Advisors sold out of MSCI (MSCI) in Q4 2024, closing a stake of 2 shares — an estimated $1.17K sold.

Claris Advisors first reported a position in MSCI in Q3 2024 and held it in 1 quarter. The position peaked at $1.17K in Q3 2024. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

Claris Advisors reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 2 MSCI shares in Q4 2024, an estimated $1.17K.
Claris Advisors first reported a position in MSCI in Q3 2024 and held it in 1 quarter.
Claris Advisors's MSCI position peaked at $1.17K in Q3 2024.
1,067 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.