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	–	1455
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 $5.7T AUM 30.48% 1-Year Est. Return

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

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

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return