TCA
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Trifecta Capital Advisors’s MSCI MSCI Stock Holding History

Trifecta Capital 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
Q4 		– Sell
-6
Closed -$3.4K – 380
2025
Q3 		$3.4K Hold
6
– – ﹤0.01% 292
2025
Q2 		$3.46K Hold
6
– – ﹤0.01% 292
2025
Q1 		$3.39K Hold
6
– – ﹤0.01% 257
2024
Q4 		$3.6K Hold
6
– – ﹤0.01% 245
2024
Q3 		$3.5K Hold
6
– – ﹤0.01% 258
2024
Q2 		$2.89K Hold
6
– – ﹤0.01% 275
2024
Q1 		$3.36K Sell
6
-16
-73% -$8.99K ﹤0.01% 257
2023
Q4 		$12.4K Buy
22
+16
+267% +$8.26K ﹤0.01% 197
2023
Q3 		$3.08K Hold
6
– – ﹤0.01% 268
2023
Q2 		$2.82K Hold
6
– – ﹤0.01% 267
2023
Q1 		$3.36K Hold
6
– – ﹤0.01% 252
2022
Q4 		$2.79K Buy
+6
New +$2.79K ﹤0.01% 269

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return