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First Trust Investment Solutions’s MSCI MSCI Stock Holding History

First Trust Investment Solutions’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
Q3 		– Sell
-424
Closed -$204K – 310
2024
Q2 		$204K Sell
424
-2
-0.5% -$992 0.03% 248
2024
Q1 		$239K Buy
+426
New +$239K 0.04% 224

Other funds holding MSCI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

First Trust Investment Solutions's MSCI Position: Q3 2024 in Review

First Trust Investment Solutions sold out of MSCI (MSCI) in Q3 2024, closing a stake of 424 shares — an estimated $204K sold.

First Trust Investment Solutions first reported a position in MSCI in Q1 2024 and held it in 2 quarters. The position peaked at $239K in Q1 2024. 994 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

  • First Trust Investment Solutions reported no remaining MSCI position as of Q3 2024 after selling out during the quarter.
  • First Trust Investment Solutions sold 424 MSCI shares in Q3 2024, an estimated $204K.
  • First Trust Investment Solutions first reported a position in MSCI in Q1 2024 and held it in 2 quarters.
  • First Trust Investment Solutions's MSCI position peaked at $239K in Q1 2024.
  • 994 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.