TIAM2
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Tru Independence Asset Management 2’s MSCI MSCI Stock Holding History

Tru Independence Asset Management 2’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
2021
Q1 		– Sell
-27
Closed -$12K – 300
2020
Q4 		$12K Buy
+27
New +$10.6K 0.01% 293

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Tru Independence Asset Management 2's MSCI Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of MSCI (MSCI) in Q1 2021, closing a stake of 27 shares — an estimated $12K sold.

Tru Independence Asset Management 2 first reported a position in MSCI in Q4 2020 and held it in 1 quarter. The position peaked at $12K in Q4 2020. 736 funds tracked by Wall St. Rank hold MSCI as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining MSCI position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 27 MSCI shares in Q1 2021, an estimated $12K.
  • Tru Independence Asset Management 2 first reported a position in MSCI in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's MSCI position peaked at $12K in Q4 2020.
  • 736 funds tracked by Wall St. Rank held MSCI as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.