Diversified’s MSCI MSCI Stock Holding History

Diversified’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
2021 Q1	–	Sell	-179	Closed	-$64K	–	242
2020 Q4	$64K	Buy	+179	New	+$70.2K	0.05%	167

Other funds holding MSCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Diversified's MSCI Position: Q1 2021 in Review

Diversified sold out of MSCI (MSCI) in Q1 2021, closing a stake of 179 shares — an estimated $64K sold.

Diversified first reported a position in MSCI in Q4 2020 and held it in 1 quarter. The position peaked at $64K in Q4 2020. 735 funds tracked by Wall St. Rank hold MSCI as of Q1 2021.

Diversified reported no remaining MSCI position as of Q1 2021 after selling out during the quarter.
Diversified sold 179 MSCI shares in Q1 2021, an estimated $64K.
Diversified first reported a position in MSCI in Q4 2020 and held it in 1 quarter.
Diversified's MSCI position peaked at $64K in Q4 2020.
735 funds tracked by Wall St. Rank held MSCI as of Q1 2021.

Based on Diversified's 13F filing for Q1 2021, filed 5 May 2021.