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Stratos Wealth Partners’s MSCI MSCI Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-341
Closed -$205K – 1466
2024
Q4 		$205K Buy
+341
New +$205K ﹤0.01% 1338
2020
Q1 		– Sell
-952
Closed -$246K – 995
2019
Q4 		$246K Buy
+952
New +$232K 0.01% 833
2019
Q3 		– Sell
-1,528
Closed -$365K – 986
2019
Q2 		$365K Sell
1,528
-127
-8% -$28.5K 0.02% 661
2019
Q1 		$329K Buy
+1,655
New +$288K 0.01% 675
2018
Q4 		– Sell
-3,574
Closed -$634K – 1856
2018
Q3 		$634K Sell
3,574
-26
-0.7% -$4.52K 0.03% 458
2018
Q2 		$596K Sell
3,600
-541
-13% -$85.4K 0.03% 512
2018
Q1 		$619K Sell
4,141
-775
-16% -$111K 0.03% 479
2017
Q4 		$622K Sell
4,916
-321
-6% -$40.1K 0.03% 474
2017
Q3 		$612K Buy
5,237
+122
+2% +$13.5K 0.03% 460
2017
Q2 		$527K Buy
+5,115
New +$515K 0.03% 432

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return