Surevest’s MSCI MSCI Stock Holding History

Surevest’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
2022 Q3	$2K	Hold	4	–	–	﹤0.01%	400
2022 Q2	$2K	Hold	4	–	–	﹤0.01%	427
2022 Q1	$2K	Hold	4	–	–	﹤0.01%	409
2021 Q4	$2K	Buy	+4	New	+$2.51K	﹤0.01%	416

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

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

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

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Surevest's MSCI Position: Q3 2022 in Review

Surevest held its MSCI (MSCI) position steady in Q3 2022 at 4 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #400.

Surevest first reported a position in MSCI in Q4 2021 and has held it in 4 quarters since. 740 funds tracked by Wall St. Rank hold MSCI as of Q3 2022.

Surevest held 4 shares of MSCI worth $2K as of Q3 2022.
Surevest left its MSCI share count unchanged in Q3 2022.
MSCI made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #400 holding.
Surevest first reported a position in MSCI in Q4 2021 and has held it in 4 quarters since.
740 funds tracked by Wall St. Rank held MSCI as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.