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Ameritas Advisory Services’s MSCI MSCI Stock Holding History

Ameritas 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
Q4 		– Sell
-15
Closed -$8.51K – 1680
2025
Q3 		$8.51K Sell
15
-5
-25% -$2.83K ﹤0.01% 1712
2025
Q2 		$11.5K Buy
+20
New +$11.1K ﹤0.01% 1956
2023
Q2 		– Sell
-6
Closed -$3.02K – 1794
2023
Q1 		$3.02K Buy
+6
New +$3.17K ﹤0.01% 2298

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Ameritas Advisory Services's MSCI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of MSCI (MSCI) in Q4 2025, closing a stake of 15 shares — an estimated $8.51K sold.

Ameritas Advisory Services first reported a position in MSCI in Q1 2023 and held it in 3 quarters. The position peaked at $11.5K in Q2 2025. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Ameritas Advisory Services reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 15 MSCI shares in Q4 2025, an estimated $8.51K.
  • Ameritas Advisory Services first reported a position in MSCI in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's MSCI position peaked at $11.5K in Q2 2025.
  • 1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.