IWP
MSCI icon

Icon Wealth Partners’s MSCI MSCI Stock Holding History

Icon 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
2022
Q1 		– Sell
-2,985
Closed -$1.83M – 345
2021
Q4 		$1.83M Buy
2,985
+96
+3% +$60.2K 0.18% 114
2021
Q3 		$1.76M Buy
2,889
+112
+4% +$68.4K 0.19% 122
2021
Q2 		$1.48M Buy
2,777
+312
+13% +$149K 0.16% 127
2021
Q1 		$1.03M Sell
2,465
-340
-12% -$143K 0.13% 140
2020
Q4 		$1.25M Buy
2,805
+588
+27% +$231K 0.2% 100
2020
Q3 		$791K Buy
+2,217
New +$805K 0.15% 110
2019
Q2 		– Sell
-34
Closed -$7K – 550
2019
Q1 		$7K Buy
+34
New +$5.92K ﹤0.01% 721

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Icon Wealth Partners's MSCI Position: Q1 2022 in Review

Icon Wealth Partners sold out of MSCI (MSCI) in Q1 2022, closing a stake of 2,985 shares — an estimated $1.83M sold.

Icon Wealth Partners first reported a position in MSCI in Q1 2019 and held it in 7 quarters. The position peaked at $1.83M in Q4 2021. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2022.

  • Icon Wealth Partners reported no remaining MSCI position as of Q1 2022 after selling out during the quarter.
  • Icon Wealth Partners sold 2,985 MSCI shares in Q1 2022, an estimated $1.83M.
  • Icon Wealth Partners first reported a position in MSCI in Q1 2019 and held it in 7 quarters.
  • Icon Wealth Partners's MSCI position peaked at $1.83M in Q4 2021.
  • 819 funds tracked by Wall St. Rank held MSCI as of Q1 2022.

Based on Icon Wealth Partners's 13F filing for Q1 2022, filed 19 Apr 2022.