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Clear Rock Advisors’s MSCI MSCI Stock Holding History

Clear Rock 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 		$244K Hold
507
– – 0.1% 64
2024
Q1 		$284K Hold
507
– – 0.12% 62
2023
Q4 		$300K Buy
+507
New +$262K 0.14% 60

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
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

Clear Rock Advisors's MSCI Position: Q2 2024 in Review

Clear Rock Advisors held its MSCI (MSCI) position steady in Q2 2024 at 507 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #64.

Clear Rock Advisors first reported a position in MSCI in Q4 2023 and has held it in 3 quarters since. The position peaked at $300K in Q4 2023. 932 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Clear Rock Advisors held 507 shares of MSCI worth $244K as of Q2 2024.
  • Clear Rock Advisors left its MSCI share count unchanged in Q2 2024.
  • MSCI made up 0.1% of Clear Rock Advisors's portfolio in Q2 2024, its #64 holding.
  • Clear Rock Advisors first reported a position in MSCI in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's MSCI position peaked at $300K in Q4 2023.
  • 932 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.