Wealthcare Advisory Partners’s MSCI MSCI Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-66	Closed	-$28K	–	1344
2021 Q1	$28K	Buy	+66	New	+$27.7K	﹤0.01%	1087
2020 Q2	–	Sell	-65	Closed	-$19K	–	973
2020 Q1	$19K	Hold	65	–	–	﹤0.01%	749
2019 Q4	$17K	Hold	65	–	–	﹤0.01%	811
2019 Q3	$14K	Hold	65	–	–	﹤0.01%	848
2019 Q2	$16K	Hold	65	–	–	﹤0.01%	779
2019 Q1	$13K	Hold	65	–	–	﹤0.01%	757
2018 Q4	$10K	Buy	65 +1	+2%	+$152	﹤0.01%	786
2018 Q3	$11K	Hold	64	–	–	﹤0.01%	820
2018 Q2	$11K	Buy	64 +19	+42%	+$3K	﹤0.01%	810
2018 Q1	$7K	Hold	45	–	–	﹤0.01%	793
2017 Q4	$6K	Hold	45	–	–	﹤0.01%	760
2017 Q3	$5K	Buy	+45	New	+$4.99K	﹤0.01%	649

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

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

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

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

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Wealthcare Advisory Partners's MSCI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of MSCI (MSCI) in Q2 2021, closing a stake of 66 shares — an estimated $28K sold.

Wealthcare Advisory Partners first reported a position in MSCI in Q3 2017 and held it in 12 quarters. The position peaked at $28K in Q1 2021. 756 funds tracked by Wall St. Rank hold MSCI as of Q2 2021.

Wealthcare Advisory Partners reported no remaining MSCI position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 66 MSCI shares in Q2 2021, an estimated $28K.
Wealthcare Advisory Partners first reported a position in MSCI in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's MSCI position peaked at $28K in Q1 2021.
756 funds tracked by Wall St. Rank held MSCI as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.