Gradient Investments’s MSCI MSCI Stock Holding History

Gradient 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	-1	Closed	-$560	–	1440
2024 Q1	$560	Sell	1 -2	-67%	-$1.12K	﹤0.01%	1001
2023 Q4	$1.7K	Hold	3	–	–	﹤0.01%	1273
2023 Q3	$1.54K	Hold	3	–	–	﹤0.01%	1244
2023 Q2	$1.41K	Buy	+3	New	+$1.46K	﹤0.01%	1260
2023 Q1	–	Sell	-2	Closed	-$930	–	1596
2022 Q4	$930	Hold	2	–	–	﹤0.01%	1208
2022 Q3	$1K	Buy	+2	New	+$916	﹤0.01%	1257
2021 Q1	–	Sell	-4	Closed	-$1K	–	1235
2020 Q4	$1K	Hold	4	–	–	﹤0.01%	1065
2020 Q3	$1K	Buy	+4	New	+$1.45K	﹤0.01%	1070
2020 Q2	–	Sell	-1	Closed	–	–	1140
2020 Q1	$0	Buy	+1	New	+$283	﹤0.01%	1179
2019 Q1	–	Sell	-77	Closed	-$11K	–	948
2018 Q4	$11K	Buy	+77	New	+$11.7K	﹤0.01%	563
2017 Q2	–	Sell	-72	Closed	-$7K	–	873
2017 Q1	$7K	Hold	72	–	–	﹤0.01%	565
2016 Q4	$6K	Hold	72	–	–	﹤0.01%	530
2016 Q3	$6K	Hold	72	–	–	﹤0.01%	516
2016 Q2	$6K	Hold	72	–	–	﹤0.01%	492
2016 Q1	$5K	Buy	+72	New	+$4.98K	﹤0.01%	534

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 $3.37T AUM 44.26% 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

Gradient Investments's MSCI Position: Q2 2024 in Review

Gradient Investments sold out of MSCI (MSCI) in Q2 2024, closing a stake of 1 share — an estimated $560 sold.

Gradient Investments first reported a position in MSCI in Q1 2016 and held it in 15 quarters. The position peaked at $11K in Q4 2018. 936 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

Gradient Investments reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
Gradient Investments sold 1 MSCI share in Q2 2024, an estimated $560.
Gradient Investments first reported a position in MSCI in Q1 2016 and held it in 15 quarters.
Gradient Investments's MSCI position peaked at $11K in Q4 2018.
936 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.