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Acima Private Wealth’s MSCI MSCI Stock Holding History

Acima Private Wealth’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
2025
Q3 		– Sell
-153
Closed -$88.2K – 188
2025
Q2 		$88.2K Hold
153
– – 0.03% 139
2025
Q1 		$86.5K Hold
153
– – 0.03% 140
2024
Q4 		$91.8K Hold
153
– – 0.03% 140
2024
Q3 		$89.2K Hold
153
– – 0.03% 142
2024
Q2 		$73.7K Hold
153
– – 0.03% 141
2024
Q1 		$85.7K Hold
153
– – 0.03% 143
2023
Q4 		$86.5K Hold
153
– – 0.03% 148
2023
Q3 		$78.5K Hold
153
– – 0.03% 153
2023
Q2 		$71.8K Hold
153
– – 0.03% 159
2023
Q1 		$85.6K Buy
+153
New +$80.9K 0.04% 152

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Acima Private Wealth's MSCI Position: Q3 2025 in Review

Acima Private Wealth sold out of MSCI (MSCI) in Q3 2025, closing a stake of 153 shares — an estimated $88.2K sold.

Acima Private Wealth first reported a position in MSCI in Q1 2023 and held it in 10 quarters. The position peaked at $91.8K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Acima Private Wealth reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Acima Private Wealth sold 153 MSCI shares in Q3 2025, an estimated $88.2K.
  • Acima Private Wealth first reported a position in MSCI in Q1 2023 and held it in 10 quarters.
  • Acima Private Wealth's MSCI position peaked at $91.8K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Acima Private Wealth's 13F filing for Q3 2025, filed 10 Nov 2025.