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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hefty Wealth Partners's MSCI Position: Q1 2018 in Review

Hefty Wealth Partners held its MSCI (MSCI) position steady in Q1 2018 at 42 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Hefty Wealth Partners first reported a position in MSCI in Q4 2015 and has held it in 10 quarters since. 448 funds tracked by Wall St. Rank hold MSCI as of Q1 2018.

Hefty Wealth Partners held 42 shares of MSCI worth $6K as of Q1 2018.
Hefty Wealth Partners left its MSCI share count unchanged in Q1 2018.
MSCI made up ﹤0.01% of Hefty Wealth Partners's portfolio in Q1 2018, its #202 holding.
Hefty Wealth Partners first reported a position in MSCI in Q4 2015 and has held it in 10 quarters since.
448 funds tracked by Wall St. Rank held MSCI as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.