Jackson Grant Investment Advisers’s MSCI MSCI Stock Holding History

Jackson Grant Investment Advisers’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
2025 Q1	–	Sell	-5	Closed	-$3K	–	395
2024 Q4	$3K	Hold	5	–	–	﹤0.01%	350
2024 Q3	$2.92K	Hold	5	–	–	﹤0.01%	356
2024 Q2	$2.41K	Hold	5	–	–	﹤0.01%	362
2024 Q1	$2.8K	Hold	5	–	–	﹤0.01%	341
2023 Q4	$2.83K	Hold	5	–	–	﹤0.01%	334
2023 Q3	$2.56K	Hold	5	–	–	﹤0.01%	333
2023 Q2	$2.35K	Sell	5 -94	-95%	-$45.9K	﹤0.01%	360
2023 Q1	$55.4K	Buy	99 +5	+5%	+$2.65K	0.03%	173
2022 Q4	$43.7K	Hold	94	–	–	0.02%	190
2022 Q3	$40K	Hold	94	–	–	0.02%	198
2022 Q2	$39K	Hold	94	–	–	0.02%	208
2022 Q1	$47K	Hold	94	–	–	0.02%	211
2021 Q4	$58K	Hold	94	–	–	0.03%	159
2021 Q3	$57K	Hold	94	–	–	0.03%	192
2021 Q2	$50K	Hold	94	–	–	0.02%	203
2021 Q1	$39K	Hold	94	–	–	0.02%	221
2020 Q4	$42K	Buy	+94	New	+$36.9K	0.02%	199

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 $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

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

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

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

Jackson Grant Investment Advisers's MSCI Position: Q1 2025 in Review

Jackson Grant Investment Advisers sold out of MSCI (MSCI) in Q1 2025, closing a stake of 5 shares — an estimated $3K sold.

Jackson Grant Investment Advisers first reported a position in MSCI in Q4 2020 and held it in 17 quarters. The position peaked at $58K in Q4 2021. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

Jackson Grant Investment Advisers reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
Jackson Grant Investment Advisers sold 5 MSCI shares in Q1 2025, an estimated $3K.
Jackson Grant Investment Advisers first reported a position in MSCI in Q4 2020 and held it in 17 quarters.
Jackson Grant Investment Advisers's MSCI position peaked at $58K in Q4 2021.
1,082 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.