ORG Partners’s MSCI MSCI Stock Holding History

ORG Partners’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
2025 Q4	$4.59K	Sell	8 -4	-33%	-$2.24K	﹤0.01%	1243
2025 Q3	$6.81K	Buy	12 +8	+200%	+$4.52K	﹤0.01%	1060
2025 Q2	$2.32K	Sell	4 -3	-43%	-$1.66K	﹤0.01%	1205
2025 Q1	$3.97K	Sell	7 -107	-94%	-$62.2K	﹤0.01%	974
2024 Q4	$68.4K	Hold	114	–	–	0.01%	500
2024 Q3	$66.5K	Sell	114 -418	-79%	-$227K	0.01%	463
2024 Q2	$255K	Buy	+532	New	+$264K	0.03%	360
2024 Q1	–	Sell	-55	Closed	-$31.1K	–	887
2023 Q4	$31.1K	Sell	55 -2	-4%	-$1.03K	0.01%	611
2023 Q3	$29.2K	Buy	57 +56	+5,600%	+$29.4K	0.01%	622
2023 Q2	$0	Buy	+1	New	+$488	﹤0.01%	1376

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return