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

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

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return