Kolinsky Wealth Management’s MSCI MSCI Stock Holding History

Kolinsky Wealth 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
2024 Q4	$203K	Sell	338 -12	-3%	-$7.2K	0.12%	170
2024 Q3	$204K	Buy	+350	New	+$190K	0.13%	165
2024 Q2	–	Sell	-456	Closed	-$256K	–	161
2024 Q1	$256K	Sell	456 -10	-2%	-$5.62K	0.2%	116
2023 Q4	$264K	Sell	466 -29	-6%	-$15K	0.23%	110
2023 Q3	$254K	Buy	495 +10	+2%	+$5.25K	0.25%	95
2023 Q2	$224K	Sell	485 -32	-6%	-$15.6K	0.21%	114
2023 Q1	$289K	Sell	517 -11	-2%	-$5.82K	0.31%	82
2022 Q4	$246K	Buy	+528	New	+$246K	0.28%	101
2022 Q2	–	Sell	-456	Closed	-$229K	–	142
2022 Q1	$229K	Buy	456 +62	+16%	+$32.2K	0.22%	118
2021 Q4	$241K	Buy	+394	New	+$247K	0.22%	119

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

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

Kolinsky Wealth Management's MSCI Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its MSCI (MSCI) stake by 3.4% in Q4 2024, selling an estimated $7.2K and leaving 338 shares worth $203K. The position accounts for 0.12% of the portfolio, ranked #170.

Kolinsky Wealth Management first reported a position in MSCI in Q4 2021 and has held it in 10 quarters since. The position peaked at $289K in Q1 2023. 1,070 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

Kolinsky Wealth Management held 338 shares of MSCI worth $203K as of Q4 2024.
Kolinsky Wealth Management sold 12 MSCI shares in Q4 2024, an estimated $7.2K.
MSCI made up 0.12% of Kolinsky Wealth Management's portfolio in Q4 2024, its #170 holding.
Kolinsky Wealth Management first reported a position in MSCI in Q4 2021 and has held it in 10 quarters since.
Kolinsky Wealth Management's MSCI position peaked at $289K in Q1 2023.
1,070 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.