MinichMacGregor Wealth Management’s MSCI MSCI Stock Holding History

MinichMacGregor 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
2023 Q1	–	Sell	-48	Closed	-$22.3K	–	429
2022 Q4	$22.3K	Buy	+48	New	+$22.3K	0.01%	296
2018 Q4	–	Sell	-132	Closed	-$23K	–	343
2018 Q3	$23K	Sell	132 -1	-0.8%	-$174	0.02%	205
2018 Q2	$22K	Hold	133	–	–	0.02%	204
2018 Q1	$19K	Sell	133 -7	-5%	-$1K	0.01%	215
2017 Q4	$17K	Sell	140 -3	-2%	-$374	0.01%	223
2017 Q3	$16K	Hold	143	–	–	0.01%	222
2017 Q2	$14K	Sell	143 -14	-9%	-$1.41K	0.01%	233
2017 Q1	$15K	Sell	157 -4	-2%	-$362	0.01%	218
2016 Q4	$12K	Buy	+161	New	+$13K	0.01%	239

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

MinichMacGregor Wealth Management's MSCI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of MSCI (MSCI) in Q1 2023, closing a stake of 48 shares — an estimated $22.3K sold.

MinichMacGregor Wealth Management first reported a position in MSCI in Q4 2016 and held it in 9 quarters. The position peaked at $23K in Q3 2018. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining MSCI position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 48 MSCI shares in Q1 2023, an estimated $22.3K.
MinichMacGregor Wealth Management first reported a position in MSCI in Q4 2016 and held it in 9 quarters.
MinichMacGregor Wealth Management's MSCI position peaked at $23K in Q3 2018.
819 funds tracked by Wall St. Rank held MSCI as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.