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Clarus Wealth Advisors’s MSCI MSCI Stock Holding History

Clarus Wealth 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
Q2 		– Sell
-379
Closed -$202K – 141
2024
Q1 		$202K Sell
379
-998
-72% -$561K 0.11% 126
2023
Q4 		$753K Buy
+1,377
New +$711K 0.45% 49
2023
Q2 		$709K Buy
1,502
+310
+26% +$151K 0.43% 49
2023
Q1 		$636K Buy
1,192
+673
+130% +$356K 0.4% 51
2022
Q4 		$253K Buy
+519
New +$241K 0.17% 108
2021
Q1 		– Sell
-775
Closed -$350K – 136
2020
Q4 		$350K Buy
+775
New +$304K 0.23% 88
2019
Q3 		– Sell
-34
Closed -$8K – 411
2019
Q2 		$8K Sell
34
-5
-13% -$1.12K 0.01% 458
2019
Q1 		$8K Hold
39
– – 0.01% 544
2018
Q4 		$6K Sell
39
-1,599
-98% -$243K 0.01% 564
2018
Q3 		$291K Buy
1,638
+1,595
+3,709% +$277K 0.19% 65
2018
Q2 		$6K Buy
+43
New +$6.78K ﹤0.01% 592

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Clarus Wealth Advisors's MSCI Position: Q2 2024 in Review

Clarus Wealth Advisors sold out of MSCI (MSCI) in Q2 2024, closing a stake of 379 shares — an estimated $202K sold.

Clarus Wealth Advisors first reported a position in MSCI in Q2 2018 and held it in 11 quarters. The position peaked at $753K in Q4 2023. 936 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Clarus Wealth Advisors reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
  • Clarus Wealth Advisors sold 379 MSCI shares in Q2 2024, an estimated $202K.
  • Clarus Wealth Advisors first reported a position in MSCI in Q2 2018 and held it in 11 quarters.
  • Clarus Wealth Advisors's MSCI position peaked at $753K in Q4 2023.
  • 936 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Clarus Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.