MFAM
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Motley Fool Asset Management’s MSCI MSCI Stock Holding History

Motley Fool Asset 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
Q3 		– Sell
-5,198
Closed -$2.49M – 213
2024
Q2 		$2.49M Sell
5,198
-12,427
-71% -$6.17M 0.17% 105
2024
Q1 		$9.88M Sell
17,625
-676
-4% -$380K 0.64% 42
2023
Q4 		$10.4M Sell
18,301
-279
-2% -$144K 0.77% 37
2023
Q3 		$9.53M Sell
18,580
-513
-3% -$270K 0.77% 39
2023
Q2 		$8.96M Buy
+19,093
New +$9.31M 0.8% 38

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Motley Fool Asset Management's MSCI Position: Q3 2024 in Review

Motley Fool Asset Management sold out of MSCI (MSCI) in Q3 2024, closing a stake of 5,198 shares — an estimated $2.49M sold.

Motley Fool Asset Management first reported a position in MSCI in Q2 2023 and held it in 5 quarters. The position peaked at $10.4M in Q4 2023. 995 funds tracked by Wall St. Rank hold MSCI as of Q3 2024.

  • Motley Fool Asset Management reported no remaining MSCI position as of Q3 2024 after selling out during the quarter.
  • Motley Fool Asset Management sold 5,198 MSCI shares in Q3 2024, an estimated $2.49M.
  • Motley Fool Asset Management first reported a position in MSCI in Q2 2023 and held it in 5 quarters.
  • Motley Fool Asset Management's MSCI position peaked at $10.4M in Q4 2023.
  • 995 funds tracked by Wall St. Rank held MSCI as of Q3 2024.

Based on Motley Fool Asset Management's 13F filing for Q3 2024, filed 14 Nov 2024.