Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s MSCI MSCI Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q1 		$5M Buy
9,800
+847
+9% +$478K 0.01% 902
2025
Q4 		$5.25M Buy
8,953
+147
+2% +$82.4K 0.01% 991
2025
Q3 		$5.01M Sell
8,806
-1,159
-12% -$655K 0.01% 945
2025
Q2 		$5.86M Sell
9,965
-3,797
-28% -$2.1M 0.01% 838
2025
Q1 		$7.78M Buy
13,762
+7,063
+105% +$4.11M 0.01% 670
2024
Q4 		$4.02M Buy
6,699
+2,821
+73% +$1.69M 0.01% 881
2024
Q3 		$2.26M Buy
3,878
+547
+16% +$297K ﹤0.01% 995
2024
Q2 		$1.6M Sell
3,331
-284
-8% -$141K ﹤0.01% 1083
2024
Q1 		$2.03M Buy
3,615
+165
+5% +$92.8K 0.01% 939
2023
Q4 		$1.95M Buy
3,450
+125
+4% +$64.5K 0.01% 911
2023
Q3 		$1.71M Buy
+3,325
New +$1.75M 0.01% 911
2021
Q3 		– Sell
-4,260
Closed -$2.38M – 322
2021
Q2 		$2.38M Buy
+4,260
New +$2.03M 0.04% 140
2018
Q2 		– Sell
-14,692
Closed -$2.19M – 182
2018
Q1 		$2.19M Buy
+14,692
New +$2.11M 0.15% 62

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return