Rational Advisors’s MSCI MSCI Stock Holding History

Rational 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
2026 Q1	$14.6K	Hold	27	–	–	﹤0.01%	157
2025 Q4	$15.5K	Buy	27 +5	+23%	+$2.8K	﹤0.01%	162
2025 Q3	$12.5K	Sell	22 -14	-39%	-$7.91K	﹤0.01%	174
2025 Q2	$20.8K	Buy	+36	New	+$19.9K	﹤0.01%	167
2023 Q4	–	Sell	-10	Closed	-$4.69K	–	251
2023 Q3	$4.69K	Hold	10	–	–	﹤0.01%	252
2023 Q2	$4.69K	Buy	+10	New	+$4.88K	﹤0.01%	243
2020 Q4	–	Sell	-13	Closed	-$5K	–	469
2020 Q3	$5K	Buy	+13	New	+$4.72K	﹤0.01%	380
2020 Q2	–	Sell	-2,432	Closed	-$702K	–	528
2020 Q1	$702K	Sell	2,432 -677	-22%	-$192K	0.51%	56
2019 Q4	$803K	Buy	3,109 +1,301	+72%	+$317K	0.38%	71
2019 Q3	$394K	Buy	+1,808	New	+$419K	0.15%	160
2016 Q4	–	Sell	-1,250	Closed	-$105K	–	271
2016 Q3	$105K	Buy	+1,250	New	+$106K	0.07%	233
2013 Q4	$163K	Sell	3,720 -330	-8%	-$13.9K	0.01%	508
2013 Q3	$163K	Sell	4,050 -27	-0.7%	-$1.01K	0.01%	543
2013 Q2	$136K	Buy	+4,077	New	+$138K	0.01%	564

Other funds holding MSCI

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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