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	–	1604
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Financial Architects (New Jersey)'s MSCI Position: Q4 2021 in Review

Financial Architects (New Jersey) sold out of MSCI (MSCI) in Q4 2021, closing a stake of 373 shares — an estimated $227K sold.

Financial Architects (New Jersey) first reported a position in MSCI in Q1 2016 and held it in 7 quarters. The position peaked at $227K in Q3 2021. 849 funds tracked by Wall St. Rank hold MSCI as of Q4 2021.

Financial Architects (New Jersey) reported no remaining MSCI position as of Q4 2021 after selling out during the quarter.
Financial Architects (New Jersey) sold 373 MSCI shares in Q4 2021, an estimated $227K.
Financial Architects (New Jersey) first reported a position in MSCI in Q1 2016 and held it in 7 quarters.
Financial Architects (New Jersey)'s MSCI position peaked at $227K in Q3 2021.
849 funds tracked by Wall St. Rank held MSCI as of Q4 2021.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2021, filed 14 Feb 2022.