Jones Financial Companies
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Jones Financial Companies’s MSCI MSCI Stock Holding History

Jones Financial Companies’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 		$16.2M Buy
30,968
+19,960
+181% +$11.3M 0.01% 661
2025
Q4 		$6.32M Buy
11,008
+1,197
+12% +$671K ﹤0.01% 572
2025
Q3 		$5.55M Buy
9,811
+2,049
+26% +$1.16M ﹤0.01% 543
2025
Q2 		$4.47M Buy
7,762
+2,249
+41% +$1.24M ﹤0.01% 528
2025
Q1 		$3.08M Buy
5,513
+2,276
+70% +$1.32M ﹤0.01% 538
2024
Q4 		$1.94M Buy
3,237
+1,739
+116% +$1.04M ﹤0.01% 566
2024
Q3 		$863K Buy
1,498
+923
+161% +$500K ﹤0.01% 646
2024
Q2 		$277K Buy
575
+526
+1,073% +$261K ﹤0.01% 732
2024
Q1 		$27.5K Buy
49
+41
+513% +$23K ﹤0.01% 840
2023
Q4 		$4.53K Buy
+8
New +$4.13K ﹤0.01% 772
2023
Q1 		– Sell
-10
Closed -$5K – 701
2022
Q4 		$5K Buy
+10
New +$4.65K ﹤0.01% 544
2021
Q2 		– Sell
-9
Closed -$4K – 735
2021
Q1 		$4K Buy
+9
New +$3.78K ﹤0.01% 659

Other funds holding MSCI

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
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