Halpern Financial’s MSCI MSCI Stock Holding History

Halpern Financial’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 Q3	–	Sell	-21	Closed	-$9.86K	–	242
2023 Q2	$9.86K	Buy	+21	New	+$10.2K	﹤0.01%	155

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Halpern Financial's MSCI Position: Q3 2023 in Review

Halpern Financial sold out of MSCI (MSCI) in Q3 2023, closing a stake of 21 shares — an estimated $9.86K sold.

Halpern Financial first reported a position in MSCI in Q2 2023 and held it in 1 quarter. The position peaked at $9.86K in Q2 2023. 830 funds tracked by Wall St. Rank hold MSCI as of Q3 2023.

Halpern Financial reported no remaining MSCI position as of Q3 2023 after selling out during the quarter.
Halpern Financial sold 21 MSCI shares in Q3 2023, an estimated $9.86K.
Halpern Financial first reported a position in MSCI in Q2 2023 and held it in 1 quarter.
Halpern Financial's MSCI position peaked at $9.86K in Q2 2023.
830 funds tracked by Wall St. Rank held MSCI as of Q3 2023.

Based on Halpern Financial's 13F filing for Q3 2023, filed 10 Oct 2023.