Mutual Advisors’s MSCI MSCI Stock Holding History

Mutual Advisors’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 Q2	–	Sell	-410	Closed	-$230K	–	1130
2024 Q1	$230K	Buy	+410	New	+$230K	0.01%	980

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

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

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mutual Advisors's MSCI Position: Q2 2024 in Review

Mutual Advisors sold out of MSCI (MSCI) in Q2 2024, closing a stake of 410 shares — an estimated $230K sold.

Mutual Advisors first reported a position in MSCI in Q1 2024 and held it in 1 quarter. The position peaked at $230K in Q1 2024. 937 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

Mutual Advisors reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
Mutual Advisors sold 410 MSCI shares in Q2 2024, an estimated $230K.
Mutual Advisors first reported a position in MSCI in Q1 2024 and held it in 1 quarter.
Mutual Advisors's MSCI position peaked at $230K in Q1 2024.
937 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on Mutual Advisors's 13F filing for Q2 2024, filed 30 Jul 2024.