Ibex Investors’s MSCI MSCI Stock Holding History

Ibex Investors’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
2024 Q4	–	Sell	-500	Closed	-$291K	–	14
2024 Q3	$291K	Hold	500	–	–	0.33%	11
2024 Q2	$241K	Buy	+500	New	+$248K	0.25%	11

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

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Ibex Investors's MSCI Position: Q4 2024 in Review

Ibex Investors sold out of MSCI (MSCI) in Q4 2024, closing a stake of 500 shares — an estimated $291K sold.

Ibex Investors first reported a position in MSCI in Q2 2024 and held it in 2 quarters. The position peaked at $291K in Q3 2024. 1,070 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

Ibex Investors reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
Ibex Investors sold 500 MSCI shares in Q4 2024, an estimated $291K.
Ibex Investors first reported a position in MSCI in Q2 2024 and held it in 2 quarters.
Ibex Investors's MSCI position peaked at $291K in Q3 2024.
1,070 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Ibex Investors's 13F filing for Q4 2024, filed 13 Feb 2025.