TFO Wealth Partners’s MSCI MSCI Stock Holding History

TFO Wealth Partners’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	–	Sell	-10	Closed	-$4K	–	357
2022 Q2	$4K	Buy	+10	New	+$4.35K	﹤0.01%	229
2022 Q1	–	Sell	-1	Closed	-$1K	–	147
2021 Q4	$1K	Buy	+1	New	+$627	﹤0.01%	129

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

TFO Wealth Partners's MSCI Position: Q3 2022 in Review

TFO Wealth Partners sold out of MSCI (MSCI) in Q3 2022, closing a stake of 10 shares — an estimated $4K sold.

TFO Wealth Partners first reported a position in MSCI in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 741 funds tracked by Wall St. Rank hold MSCI as of Q3 2022.

TFO Wealth Partners reported no remaining MSCI position as of Q3 2022 after selling out during the quarter.
TFO Wealth Partners sold 10 MSCI shares in Q3 2022, an estimated $4K.
TFO Wealth Partners first reported a position in MSCI in Q4 2021 and held it in 2 quarters.
TFO Wealth Partners's MSCI position peaked at $4K in Q2 2022.
741 funds tracked by Wall St. Rank held MSCI as of Q3 2022.

Based on TFO Wealth Partners's 13F filing for Q3 2022, filed 8 Nov 2022.