M
MSCI icon

MOTCO’s MSCI MSCI Stock Holding History

MOTCO’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 		– Sell
-284
Closed -$166K – 546
2024
Q3 		$166K Hold
284
– – 0.02% 219
2024
Q2 		$137K Hold
284
– – 0.01% 305
2024
Q1 		$159K Buy
+284
New +$160K 0.01% 294
2023
Q3 		– Sell
-1
Closed -$469 – 913
2023
Q2 		$469 Buy
+1
New +$488 ﹤0.01% 873
2021
Q1 		– Sell
-56
Closed -$25K – 723
2020
Q4 		$25K Buy
+56
New +$22K ﹤0.01% 427

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