Farther Finance Advisors’s MSCI MSCI Stock Holding History

Farther Finance 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
2026 Q1	$505K	Buy	941 +2	+0.2%	+$1.13K	﹤0.01%	1385
2025 Q4	$539K	Buy	939 +334	+55%	+$187K	0.01%	1257
2025 Q3	$343K	Buy	605 +53	+10%	+$30K	0.01%	1302
2025 Q2	$318K	Sell	552 -143	-21%	-$79.1K	0.01%	1154
2025 Q1	$395K	Sell	695 -48	-6%	-$27.9K	0.01%	896
2024 Q4	$446K	Sell	743 -48	-6%	-$28.8K	0.02%	629
2024 Q3	$461K	Buy	791 +133	+20%	+$72.1K	0.02%	620
2024 Q2	$316K	Buy	658 +255	+63%	+$127K	0.02%	657
2024 Q1	$224K	Buy	403 +86	+27%	+$48.3K	0.01%	653
2023 Q4	$179K	Buy	317 +163	+106%	+$84.1K	0.01%	584
2023 Q3	$78.8K	Buy	154 +27	+21%	+$14.2K	0.01%	635
2023 Q2	$59.6K	Sell	127 -67	-35%	-$32.7K	0.01%	613
2023 Q1	$109K	Sell	194 -15	-7%	-$7.93K	0.03%	385
2022 Q4	$97.2K	Buy	+209	New	+$97.2K	0.04%	334

Other funds holding MSCI

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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