TrueWealth Advisors’s MSCI MSCI Stock Holding History

TrueWealth 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
2022 Q2	–	Sell	-453	Closed	-$278K	–	187
2022 Q1	$278K	Hold	453	–	–	0.12%	139
2021 Q4	$278K	Buy	+453	New	+$284K	0.12%	139

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TrueWealth Advisors's MSCI Position: Q2 2022 in Review

TrueWealth Advisors sold out of MSCI (MSCI) in Q2 2022, closing a stake of 453 shares — an estimated $278K sold.

TrueWealth Advisors first reported a position in MSCI in Q4 2021 and held it in 2 quarters. The position peaked at $278K in Q1 2022. 745 funds tracked by Wall St. Rank hold MSCI as of Q2 2022.

TrueWealth Advisors reported no remaining MSCI position as of Q2 2022 after selling out during the quarter.
TrueWealth Advisors sold 453 MSCI shares in Q2 2022, an estimated $278K.
TrueWealth Advisors first reported a position in MSCI in Q4 2021 and held it in 2 quarters.
TrueWealth Advisors's MSCI position peaked at $278K in Q1 2022.
745 funds tracked by Wall St. Rank held MSCI as of Q2 2022.

Based on TrueWealth Advisors's 13F filing for Q2 2022, filed 27 Jul 2022.