C
MSCI icon

Covestor’s MSCI MSCI Stock Holding History

Covestor’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
2026
Q1 		$54K Sell
100
-109
-52% -$61.5K 0.04% 665
2025
Q4 		$120K Sell
209
-21
-9% -$11.8K 0.06% 475
2025
Q3 		$131K Buy
230
+35
+18% +$19.8K 0.07% 415
2025
Q2 		$113K Sell
195
-39
-17% -$21.6K 0.07% 479
2025
Q1 		$133K Buy
234
+26
+13% +$15.1K 0.09% 315
2024
Q4 		$125K Sell
208
-36
-15% -$21.6K 0.08% 380
2024
Q3 		$143K Buy
244
+29
+13% +$15.7K 0.09% 331
2024
Q2 		$104K Buy
215
+39
+22% +$19.4K 0.07% 462
2024
Q1 		$99K Buy
176
+140
+389% +$78.7K 0.06% 543
2023
Q4 		$21K Sell
36
-2
-5% -$1.03K 0.01% 1177
2023
Q3 		$20K Buy
38
+1
+3% +$525 0.02% 1117
2023
Q2 		$18K Sell
37
-49
-57% -$23.9K 0.01% 1184
2023
Q1 		$49K Sell
86
-5
-5% -$2.65K 0.04% 720
2022
Q4 		$43K Buy
91
+5
+6% +$2.33K 0.04% 789
2022
Q3 		$36K Buy
86
+44
+105% +$20.1K 0.03% 820
2022
Q2 		$18K Hold
42
– – 0.01% 1007
2022
Q1 		$21K Buy
42
+18
+75% +$9.33K 0.01% 1050
2021
Q4 		$15K Buy
+24
New +$15.1K 0.02% 915

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return