Crewe Advisors’s MSCI MSCI Stock Holding History

Crewe 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
2026 Q1	$6.47K	Sell	12 -3	-20%	-$1.69K	﹤0.01%	729
2025 Q4	$8.61K	Buy	15 +5	+50%	+$2.8K	﹤0.01%	649
2025 Q3	$5.67K	Buy	+10	New	+$5.65K	﹤0.01%	718
2024 Q3	–	Sell	-132	Closed	-$63.6K	–	893
2024 Q2	$63.6K	Buy	132 +72	+120%	+$35.7K	0.01%	340
2024 Q1	$33.6K	Buy	+60	New	+$33.7K	﹤0.01%	420
2023 Q1	–	Sell	-11	Closed	-$5.12K	–	960
2022 Q4	$5.12K	Sell	11 -29	-73%	-$13.5K	﹤0.01%	668
2022 Q3	$17K	Buy	40 +17	+74%	+$7.78K	﹤0.01%	512
2022 Q2	$9K	Buy	+23	New	+$10K	﹤0.01%	631
2021 Q4	–	Sell	-4	Closed	-$2K	–	440
2021 Q3	$2K	Hold	4	–	–	﹤0.01%	356
2021 Q2	$2K	Hold	4	–	–	﹤0.01%	405
2021 Q1	$2K	Hold	4	–	–	﹤0.01%	413
2020 Q4	$2K	Sell	4 -3	-43%	-$1.18K	﹤0.01%	404
2020 Q3	$2K	Buy	+7	New	+$2.54K	﹤0.01%	517

Other funds holding MSCI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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