Freedom Wealth Alliance’s MSCI MSCI Stock Holding History

Freedom Wealth Alliance’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
2023 Q1	–	Sell	-3	Closed	-$1.4K	–	307
2022 Q4	$1.4K	Buy	+3	New	+$1.4K	﹤0.01%	403

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freedom Wealth Alliance's MSCI Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of MSCI (MSCI) in Q1 2023, closing a stake of 3 shares — an estimated $1.4K sold.

Freedom Wealth Alliance first reported a position in MSCI in Q4 2022 and held it in 1 quarter. The position peaked at $1.4K in Q4 2022. 818 funds tracked by Wall St. Rank hold MSCI as of Q1 2023.

Freedom Wealth Alliance reported no remaining MSCI position as of Q1 2023 after selling out during the quarter.
Freedom Wealth Alliance sold 3 MSCI shares in Q1 2023, an estimated $1.4K.
Freedom Wealth Alliance first reported a position in MSCI in Q4 2022 and held it in 1 quarter.
Freedom Wealth Alliance's MSCI position peaked at $1.4K in Q4 2022.
818 funds tracked by Wall St. Rank held MSCI as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.