Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s MSCI MSCI Stock Holding History

Envestnet Portfolio Solutions’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 		$2.06M Sell
3,828
-1,094
-22% -$617K 0.01% 449
2025
Q4 		$2.82M Buy
4,922
+3,979
+422% +$2.23M 0.01% 472
2025
Q3 		$535K Sell
943
-267
-22% -$151K ﹤0.01% 997
2025
Q2 		$698K Sell
1,210
-805
-40% -$446K ﹤0.01% 946
2025
Q1 		$1.14M Sell
2,015
-2,376
-54% -$1.38M ﹤0.01% 750
2024
Q4 		$2.63M Buy
4,391
+89
+2% +$53.4K 0.01% 579
2024
Q3 		$2.51M Sell
4,302
-655
-13% -$355K 0.01% 589
2024
Q2 		$2.39M Sell
4,957
-1,829
-27% -$908K 0.01% 584
2024
Q1 		$3.8M Buy
6,786
+168
+3% +$94.4K 0.01% 450
2023
Q4 		$3.74M Sell
6,618
-765
-10% -$395K 0.02% 408
2023
Q3 		$3.79M Buy
+7,383
New +$3.88M 0.02% 379

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