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Selective Wealth Management’s MSCI MSCI Stock Holding History

Selective 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
2022
Q1 		– Sell
-150
Closed -$92K – 770
2021
Q4 		$92K Hold
150
– – 0.04% 204
2021
Q3 		$91K Hold
150
– – 0.05% 196
2021
Q2 		$80K Buy
+150
New +$71.5K 0.06% 136
2020
Q3 		– Sell
-9
Closed -$3K – 380
2020
Q2 		$3K Hold
9
– – ﹤0.01% 352
2020
Q1 		$3K Hold
9
– – 0.01% 251
2019
Q4 		$2K Hold
9
– – ﹤0.01% 293
2019
Q3 		$2K Buy
+9
New +$2.08K ﹤0.01% 297

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return