Stuart Chaussee & Associates’s MSCI MSCI Stock Holding History

Stuart Chaussee & Associates’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 Q4	–	Sell	-15	Closed	-$8.51K	–	93
2025 Q3	$8.51K	Hold	15	–	–	﹤0.01%	151
2025 Q2	$8.65K	Hold	15	–	–	﹤0.01%	150
2025 Q1	$8.48K	Hold	15	–	–	﹤0.01%	156
2024 Q4	$9K	Hold	15	–	–	﹤0.01%	149
2024 Q3	$8.74K	Hold	15	–	–	﹤0.01%	135
2024 Q2	$7.23K	Hold	15	–	–	﹤0.01%	137
2024 Q1	$8.41K	Hold	15	–	–	﹤0.01%	129
2023 Q4	$8.48K	Hold	15	–	–	﹤0.01%	122
2023 Q3	$7.7K	Hold	15	–	–	﹤0.01%	100
2023 Q2	$7.04K	Hold	15	–	–	﹤0.01%	107
2023 Q1	$8.39K	Hold	15	–	–	﹤0.01%	95
2022 Q4	$6.98K	Hold	15	–	–	﹤0.01%	115
2022 Q3	$6K	Hold	15	–	–	0.01%	115
2022 Q2	$6K	Hold	15	–	–	0.01%	125
2022 Q1	$8K	Sell	15 -16	-52%	-$8.3K	﹤0.01%	131
2021 Q4	$19K	Hold	31	–	–	0.01%	86
2021 Q3	$19K	Hold	31	–	–	0.03%	66
2021 Q2	$17K	Hold	31	–	–	0.01%	83
2021 Q1	$13K	Buy	+31	New	+$13K	0.01%	110

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Polen Capital Management

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return