MilWealth Group’s MSCI MSCI Stock Holding History

MilWealth Group’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
2022 Q1	–	Sell	-5	Closed	-$3.06K	–	128
2021 Q4	$3.06K	Hold	5	–	–	﹤0.01%	111
2021 Q3	$3.04K	Buy	+5	New	+$3.06K	﹤0.01%	111

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

MilWealth Group's MSCI Position: Q1 2022 in Review

MilWealth Group sold out of MSCI (MSCI) in Q1 2022, closing a stake of 5 shares — an estimated $3.06K sold.

MilWealth Group first reported a position in MSCI in Q3 2021 and held it in 2 quarters. The position peaked at $3.06K in Q4 2021. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2022.

MilWealth Group reported no remaining MSCI position as of Q1 2022 after selling out during the quarter.
MilWealth Group sold 5 MSCI shares in Q1 2022, an estimated $3.06K.
MilWealth Group first reported a position in MSCI in Q3 2021 and held it in 2 quarters.
MilWealth Group's MSCI position peaked at $3.06K in Q4 2021.
819 funds tracked by Wall St. Rank held MSCI as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.