GLOBALT Investments’s MSCI MSCI Stock Holding History

GLOBALT Investments’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 Q2	–	Sell	-476	Closed	-$267K	–	212
2024 Q1	$267K	Sell	476 -45	-9%	-$25.3K	0.01%	193
2023 Q4	$295K	Buy	+521	New	+$269K	0.01%	197

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

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

GLOBALT Investments's MSCI Position: Q2 2024 in Review

GLOBALT Investments sold out of MSCI (MSCI) in Q2 2024, closing a stake of 476 shares — an estimated $267K sold.

GLOBALT Investments first reported a position in MSCI in Q4 2023 and held it in 2 quarters. The position peaked at $295K in Q4 2023. 937 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

GLOBALT Investments reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
GLOBALT Investments sold 476 MSCI shares in Q2 2024, an estimated $267K.
GLOBALT Investments first reported a position in MSCI in Q4 2023 and held it in 2 quarters.
GLOBALT Investments's MSCI position peaked at $295K in Q4 2023.
937 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on GLOBALT Investments's 13F filing for Q2 2024, filed 14 Aug 2024.