TA
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Tectonic Advisors’s MSCI MSCI Stock Holding History

Tectonic Advisors’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
Q3 		– Sell
-1,188
Closed -$685K – 349
2025
Q2 		$685K Sell
1,188
-9
-0.8% -$4.98K 0.04% 204
2025
Q1 		$677K Hold
1,197
– – 0.04% 199
2024
Q4 		$718K Hold
1,197
– – 0.05% 193
2024
Q3 		$698K Buy
1,197
+427
+55% +$232K 0.05% 197
2024
Q2 		$371K Buy
+770
New +$382K 0.03% 266
2022
Q1 		– Sell
-557
Closed -$341K – 222
2021
Q4 		$341K Hold
557
– – 0.06% 146
2021
Q3 		$339K Hold
557
– – 0.07% 147
2021
Q2 		$297K Sell
557
-70
-11% -$33.4K 0.06% 151
2021
Q1 		$263K Sell
627
-398
-39% -$167K 0.07% 142
2020
Q4 		$458K Buy
+1,025
New +$402K 0.13% 107

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return