SOA Wealth Advisors’s MSCI MSCI Stock Holding History

SOA Wealth 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
2021 Q1	–	Sell	-1	Closed	–	–	883
2020 Q4	$0	Buy	+1	New	+$392	﹤0.01%	854

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SOA Wealth Advisors's MSCI Position: Q1 2021 in Review

SOA Wealth Advisors sold out of MSCI (MSCI) in Q1 2021, closing a stake of 1 share.

SOA Wealth Advisors first reported a position in MSCI in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 735 funds tracked by Wall St. Rank hold MSCI as of Q1 2021.

SOA Wealth Advisors reported no remaining MSCI position as of Q1 2021 after selling out during the quarter.
SOA Wealth Advisors sold 1 MSCI share in Q1 2021.
SOA Wealth Advisors first reported a position in MSCI in Q4 2020 and held it in 1 quarter.
SOA Wealth Advisors's MSCI position peaked at $0 in Q4 2020.
735 funds tracked by Wall St. Rank held MSCI as of Q1 2021.

Based on SOA Wealth Advisors's 13F filing for Q1 2021, filed 26 Apr 2021.