Reston Wealth Management’s MSCI MSCI Stock Holding History

Reston Wealth Management’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
2024 Q4	–	Sell	-5	Closed	-$2.92K	–	287
2024 Q3	$2.92K	Buy	+5	New	+$2.71K	﹤0.01%	344

Other funds holding MSCI

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

BlackRock New York $5.72T 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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Reston Wealth Management's MSCI Position: Q4 2024 in Review

Reston Wealth Management sold out of MSCI (MSCI) in Q4 2024, closing a stake of 5 shares — an estimated $2.92K sold.

Reston Wealth Management first reported a position in MSCI in Q3 2024 and held it in 1 quarter. The position peaked at $2.92K in Q3 2024. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

Reston Wealth Management reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 5 MSCI shares in Q4 2024, an estimated $2.92K.
Reston Wealth Management first reported a position in MSCI in Q3 2024 and held it in 1 quarter.
Reston Wealth Management's MSCI position peaked at $2.92K in Q3 2024.
1,067 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.