Savant Capital’s MSCI MSCI Stock Holding History

Savant Capital’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	$277K	Buy	514 +135	+36%	+$76.1K	﹤0.01%	1222
2025 Q4	$217K	Sell	379 -198	-34%	-$111K	﹤0.01%	1245
2025 Q3	$327K	Buy	577 +176	+44%	+$99.5K	﹤0.01%	983
2025 Q2	$231K	Buy	401 +31	+8%	+$17.2K	﹤0.01%	1090
2025 Q1	$209K	Sell	370 -180	-33%	-$105K	﹤0.01%	989
2024 Q4	$330K	Buy	550 +199	+57%	+$119K	﹤0.01%	1062
2024 Q3	$205K	Buy	+351	New	+$190K	﹤0.01%	1271
2024 Q2	–	Sell	-358	Closed	-$201K	–	1317
2024 Q1	$201K	Sell	358 -1	-0.3%	-$562	﹤0.01%	1041
2023 Q4	$203K	Buy	+359	New	+$185K	﹤0.01%	809
2023 Q2	–	Sell	-369	Closed	-$207K	–	802
2023 Q1	$207K	Buy	+369	New	+$195K	﹤0.01%	682
2022 Q1	–	Sell	-333	Closed	-$204K	–	581
2021 Q4	$204K	Buy	+333	New	+$209K	0.01%	543

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