GW&K Investment Management’s MSCI MSCI Stock Holding History

GW&K Investment 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
2026 Q1	$92K	Buy	171 +14	+9%	+$7.89K	﹤0.01%	468
2025 Q4	$90K	Buy	157 +59	+60%	+$33.1K	﹤0.01%	467
2025 Q3	$56K	Buy	98 +14	+17%	+$7.91K	﹤0.01%	513
2025 Q2	$48K	Hold	84	–	–	﹤0.01%	517
2025 Q1	$48K	Buy	84 +48	+133%	+$27.9K	﹤0.01%	493
2024 Q4	$22K	Hold	36	–	–	﹤0.01%	604
2024 Q3	$21K	Buy	36 +8	+29%	+$4.34K	﹤0.01%	598
2024 Q2	$13K	Buy	28 +3	+12%	+$1.49K	﹤0.01%	661
2024 Q1	$14K	Sell	25 -2	-7%	-$1.12K	﹤0.01%	601
2023 Q4	$15K	Buy	27 +3	+13%	+$1.55K	﹤0.01%	575
2023 Q3	$12K	Buy	24 +3	+14%	+$1.58K	﹤0.01%	577
2023 Q2	$10K	Buy	21 +18	+600%	+$8.78K	﹤0.01%	615
2023 Q1	$2K	Buy	+3	New	+$1.59K	﹤0.01%	443
2022 Q3	–	Sell	-16	Closed	-$7K	–	676
2022 Q2	$7K	Buy	16 +9	+129%	+$3.92K	﹤0.01%	520
2022 Q1	$4K	Buy	+7	New	+$3.63K	﹤0.01%	587

Other funds holding MSCI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Geode Capital Management

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management

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

Principal Financial Group

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