HWP
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Hefty Wealth Partners’s MSCI MSCI Stock Holding History

Hefty Wealth Partners’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
2018
Q1 		$6K Hold
42
– – ﹤0.01% 202
2017
Q4 		$5K Hold
42
– – ﹤0.01% 213
2017
Q3 		$5K Hold
42
– – ﹤0.01% 206
2017
Q2 		$4K Hold
42
– – ﹤0.01% 202
2017
Q1 		$4K Hold
42
– – ﹤0.01% 203
2016
Q4 		$3K Hold
42
– – ﹤0.01% 210
2016
Q3 		$3K Hold
42
– – ﹤0.01% 213
2016
Q2 		$3K Hold
42
– – ﹤0.01% 186
2016
Q1 		$3K Hold
42
– – ﹤0.01% 193
2015
Q4 		$3K Buy
+42
New +$2.81K ﹤0.01% 181

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return