KPW
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Kore Private Wealth’s MSCI MSCI Stock Holding History

Kore Private Wealth’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
2021
Q4 		– Sell
-436
Closed -$265K – 412
2021
Q3 		$265K Buy
+436
New +$266K 0.03% 358
2020
Q3 		– Sell
-372
Closed -$124K – 781
2020
Q2 		$124K Buy
372
+65
+21% +$21K 0.03% 306
2020
Q1 		$89K Buy
307
+6
+2% +$1.7K 0.02% 326
2019
Q4 		$78K Buy
+301
New +$73.4K 0.01% 410
2019
Q2 		– Sell
-666
Closed -$132K – 586
2019
Q1 		$132K Buy
666
+65
+11% +$11.3K 0.03% 256
2018
Q4 		$89K Buy
+601
New +$91.5K 0.02% 290

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return