iA Global Asset Management’s MSCI MSCI Stock Holding History

iA Global Asset 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	$3.9M	Sell	7,238 -2,945	-29%	-$1.66M	0.06%	213
2025 Q4	$5.84M	Buy	10,183 +479	+5%	+$269K	0.07%	178
2025 Q3	$5.51M	Buy	9,704 +1,541	+19%	+$871K	0.08%	173
2025 Q2	$4.71M	Buy	8,163 +780	+11%	+$432K	0.07%	175
2025 Q1	$4.17M	Buy	7,383 +125	+2%	+$72.7K	0.07%	177
2024 Q4	$4.36M	Buy	7,258 +1,801	+33%	+$1.08M	0.08%	174
2024 Q3	$3.18M	Sell	5,457 -11,669	-68%	-$6.33M	0.06%	204
2024 Q2	$8.25M	Buy	17,126 +11,560	+208%	+$5.74M	0.16%	107
2024 Q1	$3.12M	Sell	5,566 -10	-0.2%	-$5.62K	0.06%	197
2023 Q4	$3.15M	Sell	5,576 -1,734	-24%	-$895K	0.07%	197
2023 Q3	$3.75M	Sell	7,310 -1,062	-13%	-$558K	0.1%	163
2023 Q2	$3.93M	Buy	+8,372	New	+$4.08M	0.1%	157

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