My Legacy Advisors’s MSCI MSCI Stock Holding History

My Legacy 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
2023 Q1	–	Sell	-368	Closed	-$209K	–	209
2022 Q4	$209K	Buy	+368	New	+$171K	0.09%	202
2022 Q2	–	Sell	-523	Closed	-$263K	–	207
2022 Q1	$263K	Buy	+523	New	+$271K	0.12%	162

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

My Legacy Advisors's MSCI Position: Q1 2023 in Review

My Legacy Advisors sold out of MSCI (MSCI) in Q1 2023, closing a stake of 368 shares — an estimated $209K sold.

My Legacy Advisors first reported a position in MSCI in Q1 2022 and held it in 2 quarters. The position peaked at $263K in Q1 2022. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2023.

My Legacy Advisors reported no remaining MSCI position as of Q1 2023 after selling out during the quarter.
My Legacy Advisors sold 368 MSCI shares in Q1 2023, an estimated $209K.
My Legacy Advisors first reported a position in MSCI in Q1 2022 and held it in 2 quarters.
My Legacy Advisors's MSCI position peaked at $263K in Q1 2022.
819 funds tracked by Wall St. Rank held MSCI as of Q1 2023.

Based on My Legacy Advisors's 13F filing for Q1 2023, filed 11 Apr 2023.