KWM
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return