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ICA Group Wealth Management’s MSCI MSCI Stock Holding History

ICA Group Wealth 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
2023
Q2 		– Sell
-2
Closed -$1.12K – 1386
2023
Q1 		$1.12K Buy
+2
New +$1.06K ﹤0.01% 1142
2022
Q4 		– Sell
-550
Closed -$232K – 1329
2022
Q3 		$232K Buy
550
+24
+5% +$11K 0.05% 317
2022
Q2 		$252K Buy
526
+2
+0.4% +$871 0.05% 315
2022
Q1 		$230K Buy
+524
New +$272K 0.04% 331

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

ICA Group Wealth Management's MSCI Position: Q2 2023 in Review

ICA Group Wealth Management sold out of MSCI (MSCI) in Q2 2023, closing a stake of 2 shares — an estimated $1.12K sold.

ICA Group Wealth Management first reported a position in MSCI in Q1 2022 and held it in 4 quarters. The position peaked at $252K in Q2 2022. 813 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

  • ICA Group Wealth Management reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 2 MSCI shares in Q2 2023, an estimated $1.12K.
  • ICA Group Wealth Management first reported a position in MSCI in Q1 2022 and held it in 4 quarters.
  • ICA Group Wealth Management's MSCI position peaked at $252K in Q2 2022.
  • 813 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on ICA Group Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.