Evermay Wealth Management’s MSCI MSCI Stock Holding History

Evermay Wealth Management’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 Q1	–	Sell	-1	Closed	-$566	–	692
2023 Q4	$566	Buy	+1	New	+$516	﹤0.01%	559

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Evermay Wealth Management's MSCI Position: Q1 2024 in Review

Evermay Wealth Management sold out of MSCI (MSCI) in Q1 2024, closing a stake of 1 share — an estimated $566 sold.

Evermay Wealth Management first reported a position in MSCI in Q4 2023 and held it in 1 quarter. The position peaked at $566 in Q4 2023. 919 funds tracked by Wall St. Rank hold MSCI as of Q1 2024.

Evermay Wealth Management reported no remaining MSCI position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 1 MSCI share in Q1 2024, an estimated $566.
Evermay Wealth Management first reported a position in MSCI in Q4 2023 and held it in 1 quarter.
Evermay Wealth Management's MSCI position peaked at $566 in Q4 2023.
919 funds tracked by Wall St. Rank held MSCI as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.