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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 – 769
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Selective Wealth Management's MSCI Position: Q1 2022 in Review

Selective Wealth Management sold out of MSCI (MSCI) in Q1 2022, closing a stake of 150 shares — an estimated $92K sold.

Selective Wealth Management first reported a position in MSCI in Q3 2019 and held it in 7 quarters. The position peaked at $92K in Q4 2021. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2022.

  • Selective Wealth Management reported no remaining MSCI position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 150 MSCI shares in Q1 2022, an estimated $92K.
  • Selective Wealth Management first reported a position in MSCI in Q3 2019 and held it in 7 quarters.
  • Selective Wealth Management's MSCI position peaked at $92K in Q4 2021.
  • 819 funds tracked by Wall St. Rank held MSCI as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.