U.S. Capital Wealth Advisors’s MSCI MSCI Stock Holding History

U.S. Capital Wealth 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
2023 Q1	–	Sell	-114	Closed	-$53.2K	–	1181
2022 Q4	$53.2K	Buy	+114	New	+$53K	﹤0.01%	868
2021 Q4	–	Sell	-620	Closed	-$377K	–	746
2021 Q3	$377K	Buy	+620	New	+$379K	0.02%	564

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 $3.38T AUM 44.17% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

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

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

U.S. Capital Wealth Advisors's MSCI Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of MSCI (MSCI) in Q1 2023, closing a stake of 114 shares — an estimated $53.2K sold.

U.S. Capital Wealth Advisors first reported a position in MSCI in Q3 2021 and held it in 2 quarters. The position peaked at $377K in Q3 2021. 819 funds tracked by Wall St. Rank hold MSCI as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining MSCI position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 114 MSCI shares in Q1 2023, an estimated $53.2K.
U.S. Capital Wealth Advisors first reported a position in MSCI in Q3 2021 and held it in 2 quarters.
U.S. Capital Wealth Advisors's MSCI position peaked at $377K in Q3 2021.
819 funds tracked by Wall St. Rank held MSCI as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.