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TFC Financial Management’s MSCI MSCI Stock Holding History

TFC Financial Management’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 		$540 Sell
1
-1
-50% -$564 ﹤0.01% 699
2025
Q4 		$1.15K Hold
2
– – ﹤0.01% 594
2025
Q3 		$1.14K Hold
2
– – ﹤0.01% 617
2025
Q2 		$1.15K Hold
2
– – ﹤0.01% 559
2025
Q1 		$1.13K Hold
2
– – ﹤0.01% 551
2024
Q4 		$1.2K Hold
2
– – ﹤0.01% 558
2024
Q3 		$1.17K Buy
+2
New +$1.08K ﹤0.01% 570
2024
Q2 		– Sell
-2
Closed -$1.12K – 1049
2024
Q1 		$1.12K Buy
2
+1
+100% +$562 ﹤0.01% 536
2023
Q4 		$566 Hold
1
– – ﹤0.01% 575
2023
Q3 		$514 Buy
+1
New +$525 ﹤0.01% 602
2023
Q2 		– Sell
-1
Closed -$560 – 711
2023
Q1 		$560 Buy
+1
New +$529 ﹤0.01% 561

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