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Epic Trust Investment Advisors’s MSCI MSCI Stock Holding History

Epic Trust Investment 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
2024
Q2 		$202K Buy
+419
New +$208K 0.22% 109

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Epic Trust Investment Advisors's MSCI Position: Q2 2024 in Review

Epic Trust Investment Advisors opened a new position in MSCI (MSCI) in Q2 2024: 419 shares worth $202K. The stake represents 0.22% of the portfolio and ranks #109 among its holdings.

932 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • Epic Trust Investment Advisors held 419 shares of MSCI worth $202K as of Q2 2024.
  • MSCI was a new Epic Trust Investment Advisors position in Q2 2024.
  • MSCI made up 0.22% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #109 holding.
  • 932 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.