FANJ
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Financial Architects (New Jersey)’s MSCI MSCI Stock Holding History

Financial Architects (New Jersey)’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
-373
Closed -$227K – 345
2021
Q3 		$227K Buy
+373
New +$228K 0.03% 300
2020
Q3 		– Sell
-14
Closed -$5K – 570
2020
Q2 		$5K Buy
14
+6
+75% +$1.94K ﹤0.01% 723
2020
Q1 		$2K Buy
+8
New +$2.27K ﹤0.01% 787
2017
Q1 		– Sell
-487
Closed -$38K – 1607
2016
Q4 		$38K Hold
487
– – 0.01% 650
2016
Q3 		$41K Buy
487
+287
+144% +$24.4K 0.01% 636
2016
Q2 		$15K Hold
200
– – ﹤0.01% 867
2016
Q1 		$15K Buy
+200
New +$13.8K 0.01% 645

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return