Independent Advisor Alliance’s MSCI MSCI Stock Holding History

Independent Advisor Alliance’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	$254K	Buy	470 +67	+17%	+$37.8K	﹤0.01%	1404
2025 Q4	$231K	Sell	403 -106	-21%	-$59.5K	0.01%	886
2025 Q3	$289K	Buy	509 +21	+4%	+$11.9K	0.01%	781
2025 Q2	$282K	Buy	488 +11	+2%	+$6.09K	0.01%	743
2025 Q1	$270K	Sell	477 -146	-23%	-$84.9K	0.01%	686
2024 Q4	$374K	Buy	623 +134	+27%	+$80.4K	0.01%	1048
2024 Q3	$285K	Sell	489 -101	-17%	-$54.8K	0.01%	579
2024 Q2	$284K	Buy	590 +42	+8%	+$20.8K	0.01%	583
2024 Q1	$307K	Sell	548 -27	-5%	-$15.2K	0.01%	561
2023 Q4	$325K	Buy	575 +114	+25%	+$58.8K	0.01%	531
2023 Q3	$237K	Sell	461 -17	-4%	-$8.93K	0.01%	573
2023 Q2	$224K	Hold	478	–	–	0.01%	592
2023 Q1	$267K	Buy	+478	New	+$253K	0.01%	539
2022 Q4	–	Sell	-483	Closed	-$204K	–	548
2022 Q3	$204K	Buy	+483	New	+$221K	0.01%	577
2022 Q2	–	Sell	-483	Closed	-$243K	–	672
2022 Q1	$243K	Buy	483 +6	+1%	+$3.11K	0.01%	552
2021 Q4	$292K	Buy	477 +68	+17%	+$42.6K	0.01%	532
2021 Q3	$249K	Hold	409	–	–	0.01%	537
2021 Q2	$218K	Buy	+409	New	+$195K	0.01%	571

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