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Values First Advisors’s MSCI MSCI Stock Holding History

Values First 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
2024
Q4 		– Sell
-227
Closed -$133K – 265
2024
Q3 		$133K Buy
+227
New +$123K 0.07% 169
2024
Q2 		– Sell
-655
Closed -$367K – 178
2024
Q1 		$367K Buy
+655
New +$368K 0.22% 118
2023
Q4 		– Sell
-433
Closed -$222K – 174
2023
Q3 		$222K Buy
+433
New +$228K 0.14% 135

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Values First Advisors's MSCI Position: Q4 2024 in Review

Values First Advisors sold out of MSCI (MSCI) in Q4 2024, closing a stake of 227 shares — an estimated $133K sold.

Values First Advisors first reported a position in MSCI in Q3 2023 and held it in 3 quarters. The position peaked at $367K in Q1 2024. 1,070 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Values First Advisors reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
  • Values First Advisors sold 227 MSCI shares in Q4 2024, an estimated $133K.
  • Values First Advisors first reported a position in MSCI in Q3 2023 and held it in 3 quarters.
  • Values First Advisors's MSCI position peaked at $367K in Q1 2024.
  • 1,070 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Values First Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.