PCA
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Personal Capital Advisors’s MSCI MSCI Stock Holding History

Personal Capital 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
2022
Q4 		$9.43M Buy
20,269
+250
+1% +$116K 0.05% 178
2022
Q3 		$8.44M Buy
20,019
+3,080
+18% +$1.41M 0.05% 172
2022
Q2 		$6.98M Sell
16,939
-2,652
-14% -$1.15M 0.04% 184
2022
Q1 		$9.85M Buy
19,591
+1,072
+6% +$556K 0.05% 181
2021
Q4 		$11.4M Buy
18,519
+922
+5% +$578K 0.05% 167
2021
Q3 		$10.7M Buy
17,597
+1,012
+6% +$618K 0.05% 163
2021
Q2 		$8.84M Buy
16,585
+2,729
+20% +$1.3M 0.05% 180
2021
Q1 		$5.81M Buy
+13,856
New +$5.82M 0.03% 195

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return