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WR Wealth Planners’s MSCI MSCI Stock Holding History

WR Wealth Planners’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 		$6.6K Buy
11
+1
+10% +$600 ﹤0.01% 649
2024
Q3 		$5.83K Buy
10
+5
+100% +$2.71K ﹤0.01% 718
2024
Q2 		$2.41K Sell
5
-1,164
-100% -$578K ﹤0.01% 853
2024
Q1 		$655K Buy
1,169
+18
+2% +$10.1K 0.2% 72
2023
Q4 		$651K Buy
1,151
+134
+13% +$69.2K 0.24% 72
2023
Q3 		$522K Buy
1,017
+47
+5% +$24.7K 0.2% 82
2023
Q2 		$455K Buy
970
+37
+4% +$18K 0.18% 98
2023
Q1 		$522K Buy
933
+30
+3% +$15.9K 0.23% 73
2022
Q4 		$420K Buy
903
+5
+0.6% +$2.33K 0.26% 68
2022
Q3 		$379K Buy
898
+61
+7% +$27.9K 0.27% 62
2022
Q2 		$345K Buy
837
+22
+3% +$9.58K 0.23% 71
2022
Q1 		$410K Buy
+815
New +$423K 0.24% 68

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WR Wealth Planners's MSCI Position: Q4 2024 in Review

WR Wealth Planners increased its MSCI (MSCI) stake by 10% in Q4 2024, buying an estimated $600 and bringing the position to 11 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

WR Wealth Planners first reported a position in MSCI in Q1 2022 and has held it in 12 quarters since. The position peaked at $655K in Q1 2024. 1,068 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • WR Wealth Planners held 11 shares of MSCI worth $6.6K as of Q4 2024.
  • WR Wealth Planners bought 1 MSCI share in Q4 2024, an estimated $600.
  • MSCI made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #649 holding.
  • WR Wealth Planners first reported a position in MSCI in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's MSCI position peaked at $655K in Q1 2024.
  • 1,068 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.