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Gitterman Wealth Management’s MSCI MSCI Stock Holding History

Gitterman Wealth Management’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
-512
Closed -$238K – 103
2022
Q4 		$238K Buy
+512
New +$238K 0.12% 52

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Gitterman Wealth Management's MSCI Position: Q1 2023 in Review

Gitterman Wealth Management sold out of MSCI (MSCI) in Q1 2023, closing a stake of 512 shares — an estimated $238K sold.

Gitterman Wealth Management first reported a position in MSCI in Q4 2022 and held it in 1 quarter. The position peaked at $238K in Q4 2022. 818 funds tracked by Wall St. Rank hold MSCI as of Q1 2023.

  • Gitterman Wealth Management reported no remaining MSCI position as of Q1 2023 after selling out during the quarter.
  • Gitterman Wealth Management sold 512 MSCI shares in Q1 2023, an estimated $238K.
  • Gitterman Wealth Management first reported a position in MSCI in Q4 2022 and held it in 1 quarter.
  • Gitterman Wealth Management's MSCI position peaked at $238K in Q4 2022.
  • 818 funds tracked by Wall St. Rank held MSCI as of Q1 2023.

Based on Gitterman Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.