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

BlackRock New York $5.7T 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

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

Geode Capital Management

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

Polen Capital Management

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Principal Financial Group

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