INTECH Investment Management’s MSCI MSCI Stock Holding History

INTECH Investment 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	$5.96M	Buy	11,055 +7,162	+184%	+$4.04M	0.06%	297
2025 Q4	$2.23M	Sell	3,893 -6,654	-63%	-$3.73M	0.02%	683
2025 Q3	$5.98M	Buy	10,547 +6,100	+137%	+$3.45M	0.05%	325
2025 Q2	$2.56M	Sell	4,447 -612	-12%	-$339K	0.02%	613
2025 Q1	$2.86M	Sell	5,059 -192	-4%	-$112K	0.03%	550
2024 Q4	$3.15M	Buy	5,251 +4,607	+715%	+$2.76M	0.03%	475
2024 Q3	$375K	Sell	644 -1,319	-67%	-$715K	﹤0.01%	1381
2024 Q2	$946K	Sell	1,963 -3,343	-63%	-$1.66M	0.01%	639
2024 Q1	$2.97M	Buy	5,306 +3,988	+303%	+$2.24M	0.04%	307
2023 Q4	$746K	Buy	1,318 +846	+179%	+$437K	0.01%	479
2023 Q3	$242K	Sell	472 -1,039	-69%	-$546K	﹤0.01%	678
2023 Q2	$709K	Sell	1,511 -661	-30%	-$322K	0.01%	526
2023 Q1	$1.22M	Sell	2,172 -122	-5%	-$64.5K	0.01%	503
2022 Q4	$1.07M	Sell	2,294 -80	-3%	-$37.2K	0.01%	515
2022 Q3	$1M	Sell	2,374 -106	-4%	-$48.5K	0.01%	508
2022 Q2	$1.02M	Buy	+2,480	New	+$1.08M	0.01%	521

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