Key Financial Inc’s MSCI MSCI Stock Holding History

Key Financial Inc’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	$7.01K	Hold	13	–	–	﹤0.01%	965
2025 Q4	$7.46K	Sell	13 -4	-24%	-$2.24K	﹤0.01%	956
2025 Q3	$9.39K	Sell	17 -2	-11%	-$1.13K	﹤0.01%	895
2025 Q2	$11K	Hold	19	–	–	﹤0.01%	830
2025 Q1	$10.7K	Hold	19	–	–	﹤0.01%	799
2024 Q4	$11.4K	Buy	19 +4	+27%	+$2.4K	﹤0.01%	789
2024 Q3	$8.74K	Buy	15 +2	+15%	+$1.08K	﹤0.01%	835
2024 Q2	$6.26K	Hold	13	–	–	﹤0.01%	896
2024 Q1	$7.29K	Hold	13	–	–	﹤0.01%	837
2023 Q4	$7.35K	Hold	13	–	–	﹤0.01%	818
2023 Q3	$6.67K	Hold	13	–	–	﹤0.01%	829
2023 Q2	$6.1K	Buy	13 +8	+160%	+$3.9K	﹤0.01%	855
2023 Q1	$2.8K	Hold	5	–	–	﹤0.01%	904
2022 Q4	$2.11K	Hold	5	–	–	﹤0.01%	944
2022 Q3	$2K	Hold	5	–	–	﹤0.01%	961
2022 Q2	$2K	Hold	5	–	–	﹤0.01%	947
2022 Q1	$3K	Hold	5	–	–	﹤0.01%	877
2021 Q4	$3K	Hold	5	–	–	﹤0.01%	784
2021 Q3	$3K	Buy	+5	New	+$3.06K	﹤0.01%	767

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