JDM Financial Group’s MSCI MSCI Stock Holding History

JDM Financial Group’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
2024 Q4	–	Sell	-1	Closed	-$583	–	396
2024 Q3	$583	Buy	+1	New	+$542	﹤0.01%	377

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JDM Financial Group's MSCI Position: Q4 2024 in Review

JDM Financial Group sold out of MSCI (MSCI) in Q4 2024, closing a stake of 1 share — an estimated $583 sold.

JDM Financial Group first reported a position in MSCI in Q3 2024 and held it in 1 quarter. The position peaked at $583 in Q3 2024. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

JDM Financial Group reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
JDM Financial Group sold 1 MSCI share in Q4 2024, an estimated $583.
JDM Financial Group first reported a position in MSCI in Q3 2024 and held it in 1 quarter.
JDM Financial Group's MSCI position peaked at $583 in Q3 2024.
1,067 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.