EA
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Emerald Advisers’s MSCI MSCI Stock Holding History

Emerald Advisers’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 		$218K Hold
404
– – 0.01% 210
2025
Q4 		$232K Sell
404
-18
-4% -$10.1K 0.01% 211
2025
Q3 		$239K Sell
422
-449
-52% -$254K 0.01% 222
2025
Q2 		$502K Buy
871
+17
+2% +$9.41K 0.02% 177
2025
Q1 		$483K Sell
854
-47
-5% -$27.3K 0.02% 165
2024
Q4 		$541K Buy
901
+3
+0.3% +$1.8K 0.02% 170
2024
Q3 		$523K Sell
898
-20
-2% -$10.8K 0.02% 172
2024
Q2 		$442K Sell
918
-152
-14% -$75.4K 0.02% 179
2024
Q1 		$600K Sell
1,070
-12
-1% -$6.75K 0.02% 171
2023
Q4 		$612K Sell
1,082
-6
-0.6% -$3.1K 0.03% 170
2023
Q3 		$558K Buy
+1,088
New +$572K 0.03% 164

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