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Simon Quick Advisors’s MSCI MSCI Stock Holding History

Simon Quick Advisors’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
2025
Q2 		– Sell
-1,373
Closed -$776K – 530
2025
Q1 		$776K Buy
1,373
+173
+14% +$101K 0.04% 204
2024
Q4 		$720K Buy
1,200
+60
+5% +$36K 0.04% 197
2024
Q3 		$665K Buy
1,140
+327
+40% +$177K 0.04% 200
2024
Q2 		$392K Buy
813
+197
+32% +$97.7K 0.03% 252
2024
Q1 		$345K Buy
616
+103
+20% +$57.9K 0.03% 261
2023
Q4 		$290K Sell
513
-23
-4% -$11.9K 0.03% 246
2023
Q3 		$275K Buy
+536
New +$282K 0.03% 249

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return