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SYSTM Wealth Solutions’s MSCI MSCI Stock Holding History

SYSTM Wealth Solutions’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
2024
Q2 		– Sell
-339
Closed -$190K – 848
2024
Q1 		$190K Sell
339
-9
-3% -$5.06K 0.02% 404
2023
Q4 		$197K Buy
+348
New +$180K 0.03% 380
2023
Q1 		– Sell
-452
Closed -$210K – 508
2022
Q4 		$210K Buy
+452
New +$210K 0.03% 492

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SYSTM Wealth Solutions's MSCI Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of MSCI (MSCI) in Q2 2024, closing a stake of 339 shares — an estimated $190K sold.

SYSTM Wealth Solutions first reported a position in MSCI in Q4 2022 and held it in 3 quarters. The position peaked at $210K in Q4 2022. 932 funds tracked by Wall St. Rank hold MSCI as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining MSCI position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 339 MSCI shares in Q2 2024, an estimated $190K.
  • SYSTM Wealth Solutions first reported a position in MSCI in Q4 2022 and held it in 3 quarters.
  • SYSTM Wealth Solutions's MSCI position peaked at $210K in Q4 2022.
  • 932 funds tracked by Wall St. Rank held MSCI as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.