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Evolution Wealth Advisors’s MSCI MSCI Stock Holding History

Evolution Wealth 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
2021
Q4 		– Sell
-12
Closed -$7K – 450
2021
Q3 		$7K Hold
12
– – ﹤0.01% 457
2021
Q2 		$6K Sell
12
-21
-64% -$10K ﹤0.01% 482
2021
Q1 		$14K Buy
33
+21
+175% +$8.82K ﹤0.01% 359
2020
Q4 		$5K Hold
12
– – ﹤0.01% 451
2020
Q3 		$4K Hold
12
– – ﹤0.01% 465
2020
Q2 		$4K Buy
+12
New +$3.88K ﹤0.01% 396
2020
Q1 		– Sell
-96
Closed -$25K – 531
2019
Q4 		$25K Buy
96
+84
+700% +$20.5K 0.01% 206
2019
Q3 		$3K Hold
12
– – ﹤0.01% 372
2019
Q2 		$3K Buy
+12
New +$2.69K ﹤0.01% 355

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Evolution Wealth Advisors's MSCI Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of MSCI (MSCI) in Q4 2021, closing a stake of 12 shares — an estimated $7K sold.

Evolution Wealth Advisors first reported a position in MSCI in Q2 2019 and held it in 9 quarters. The position peaked at $25K in Q4 2019. 849 funds tracked by Wall St. Rank hold MSCI as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining MSCI position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 12 MSCI shares in Q4 2021, an estimated $7K.
  • Evolution Wealth Advisors first reported a position in MSCI in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's MSCI position peaked at $25K in Q4 2019.
  • 849 funds tracked by Wall St. Rank held MSCI as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.