AFGAS
MSCI icon

Allegiance Financial Group Advisory Services’s MSCI MSCI Stock Holding History

Allegiance Financial Group 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
2025
Q2 		– Sell
-619
Closed -$350K – 172
2025
Q1 		$350K Buy
+619
New +$360K 0.11% 78

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Allegiance Financial Group Advisory Services's MSCI Position: Q2 2025 in Review

Allegiance Financial Group Advisory Services sold out of MSCI (MSCI) in Q2 2025, closing a stake of 619 shares — an estimated $350K sold.

Allegiance Financial Group Advisory Services first reported a position in MSCI in Q1 2025 and held it in 1 quarter. The position peaked at $350K in Q1 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Allegiance Financial Group Advisory Services reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 619 MSCI shares in Q2 2025, an estimated $350K.
  • Allegiance Financial Group Advisory Services first reported a position in MSCI in Q1 2025 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's MSCI position peaked at $350K in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2025, filed 23 Jul 2025.