EF
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Empowered Funds’s MSCI MSCI Stock Holding History

Empowered Funds’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 		$6.23M Buy
11,562
+4,901
+74% +$2.76M 0.04% 557
2025
Q4 		$3.82M Buy
6,661
+556
+9% +$312K 0.06% 320
2025
Q3 		$3.46M Buy
6,105
+1,258
+26% +$711K 0.04% 628
2025
Q2 		$2.8M Buy
4,847
+2,844
+142% +$1.57M 0.03% 676
2025
Q1 		$1.13M Buy
2,003
+142
+8% +$82.5K 0.02% 952
2024
Q4 		$1.12M Buy
1,861
+390
+27% +$234K 0.02% 938
2024
Q3 		$857K Buy
1,471
+50
+4% +$27.1K 0.01% 942
2024
Q2 		$685K Sell
1,421
-1,417
-50% -$703K 0.01% 967
2024
Q1 		$1.59M Buy
2,838
+1,937
+215% +$1.09M 0.03% 684
2023
Q4 		$510K Buy
901
+106
+13% +$54.7K 0.01% 983
2023
Q3 		$408K Buy
795
+145
+22% +$76.2K 0.01% 981
2023
Q2 		$305K Sell
650
-73
-10% -$35.6K 0.01% 957
2023
Q1 		$405K Buy
+723
New +$382K 0.02% 420
2022
Q4 		– Hold
0
– – – 583
2020
Q4 		– Sell
-3,902
Closed -$1.39M – 202
2020
Q3 		$1.39M Buy
3,902
+77
+2% +$28K 0.43% 84
2020
Q2 		$1.28M Buy
+3,825
New +$1.24M 0.49% 79
2019
Q4 		– Sell
-5,233
Closed -$1.14M – 129
2019
Q3 		$1.14M Buy
5,233
+120
+2% +$27.8K 0.5% 66
2019
Q2 		$1.22M Buy
+5,113
New +$1.15M 0.51% 63

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