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Sunbelt Securities’s MSCI MSCI Stock Holding History

Sunbelt Securities’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
2026
Q1 		$97.6K Hold
181
– – 0.01% 845
2025
Q4 		$104K Sell
181
-4
-2% -$2.24K 0.01% 811
2025
Q3 		$105K Buy
185
+62
+50% +$35K 0.01% 805
2025
Q2 		$73.8K Sell
123
-19
-13% -$10.5K 0.01% 843
2025
Q1 		$80.3K Buy
142
+19
+15% +$11K 0.01% 782
2024
Q4 		$73.8K Sell
123
-43
-26% -$25.8K 0.01% 841
2024
Q3 		$96.8K Buy
166
+16
+11% +$8.68K 0.01% 771
2024
Q2 		$72.3K Sell
150
-55
-27% -$27.3K 0.01% 815
2024
Q1 		$115K Sell
205
-184
-47% -$103K 0.01% 680
2023
Q4 		$220K Hold
389
– – 0.03% 468
2023
Q3 		$200K Sell
389
-4
-1% -$2.1K 0.03% 481
2023
Q2 		$184K Buy
393
+10
+3% +$4.88K 0.03% 481
2023
Q1 		$210K Buy
+383
New +$203K 0.03% 425

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return