NSIM
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North Star Investment Management’s MSCI MSCI Stock Holding History

North Star Investment 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
2026
Q1 		$5.39K Buy
10
+4
+67% +$2.26K ﹤0.01% 1173
2025
Q4 		$3.44K Buy
+6
New +$3.37K ﹤0.01% 1186
2023
Q4 		– Sell
-1
Closed -$513 – 1261
2023
Q3 		$513 Hold
1
– – ﹤0.01% 1201
2023
Q2 		$469 Hold
1
– – ﹤0.01% 1222
2023
Q1 		$560 Hold
1
– – ﹤0.01% 1226
2022
Q4 		$465 Buy
+1
New +$465 ﹤0.01% 1244

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return