Rehmann Capital Advisory Group’s MSCI MSCI Stock Holding History

Rehmann Capital Advisory Group’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 Q2	–	Sell	-423	Closed	-$237K	–	567
2023 Q1	$237K	Buy	+423	New	+$224K	0.02%	484
2022 Q2	–	Sell	-482	Closed	-$243K	–	534
2022 Q1	$243K	Sell	482 -14	-3%	-$7.26K	0.02%	459
2021 Q4	$304K	Buy	496 +5	+1%	+$3.14K	0.03%	430
2021 Q3	$299K	Sell	491 -5	-1%	-$3.06K	0.03%	439
2021 Q2	$265K	Sell	496 -1	-0.2%	-$477	0.03%	464
2021 Q1	$208K	Buy	497 +36	+8%	+$15.1K	0.02%	490
2020 Q4	$206K	Buy	+461	New	+$181K	0.02%	464
2019 Q3	$107K	Sell	490 -34	-6%	-$7.88K	0.01%	428
2019 Q2	$125K	Sell	524 -6	-1%	-$1.34K	0.02%	548
2019 Q1	$105K	Sell	530 -31	-6%	-$5.39K	0.01%	576
2018 Q4	$82.7K	Sell	561 -54	-9%	-$8.22K	0.01%	451
2018 Q3	$109K	Sell	615 -6	-1%	-$1.04K	0.02%	561
2018 Q2	$103K	Buy	621 +3	+0.5%	+$473	0.01%	557
2018 Q1	$92K	Buy	+618	New	+$88.6K	0.01%	567

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 $3.38T AUM 44.17% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Rehmann Capital Advisory Group's MSCI Position: Q2 2023 in Review

Rehmann Capital Advisory Group sold out of MSCI (MSCI) in Q2 2023, closing a stake of 423 shares — an estimated $237K sold.

Rehmann Capital Advisory Group first reported a position in MSCI in Q1 2018 and held it in 14 quarters. The position peaked at $304K in Q4 2021. 813 funds tracked by Wall St. Rank hold MSCI as of Q2 2023.

Rehmann Capital Advisory Group reported no remaining MSCI position as of Q2 2023 after selling out during the quarter.
Rehmann Capital Advisory Group sold 423 MSCI shares in Q2 2023, an estimated $237K.
Rehmann Capital Advisory Group first reported a position in MSCI in Q1 2018 and held it in 14 quarters.
Rehmann Capital Advisory Group's MSCI position peaked at $304K in Q4 2021.
813 funds tracked by Wall St. Rank held MSCI as of Q2 2023.

Based on Rehmann Capital Advisory Group's 13F filing for Q2 2023, filed 15 Aug 2023.