ECA
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Elevated Capital Advisors’s MSCI MSCI Stock Holding History

Elevated Capital 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 		$4.31K Hold
8
– – ﹤0.01% 560
2025
Q4 		$4.59K Buy
+8
New +$4.49K ﹤0.01% 536
2022
Q4 		– Sell
-1,307
Closed -$551K – 165
2022
Q3 		$551K Buy
+1,307
New +$598K 0.22% 116
2022
Q1 		$663K Buy
+1,318
New +$683K 0.22% 121
2021
Q3 		$764K Buy
+1,255
New +$767K 0.26% 112
2021
Q1 		$531K Buy
1,135
+46
+4% +$19.3K 0.21% 127
2020
Q4 		$486K Buy
1,089
+66
+6% +$25.9K 0.21% 127
2020
Q3 		$389K Sell
1,023
-172
-14% -$62.4K 0.18% 129
2020
Q2 		$452K Buy
+1,195
New +$386K 0.21% 125

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