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Angeles Wealth Management’s MSCI MSCI Stock Holding History

Angeles Wealth Management’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
-488
Closed -$276K – 443
2025
Q1 		$276K Sell
488
-4
-0.8% -$2.33K 0.02% 232
2024
Q4 		$295K Buy
492
+17
+4% +$10.2K 0.02% 215
2024
Q3 		$277K Buy
475
+31
+7% +$16.8K 0.02% 217
2024
Q2 		$214K Buy
+444
New +$220K 0.02% 220
2023
Q2 		– Sell
-1,122
Closed -$628K – 223
2023
Q1 		$628K Buy
1,122
+95
+9% +$50.3K 0.09% 101
2022
Q4 		$478K Buy
1,027
+21
+2% +$9.77K 0.08% 104
2022
Q3 		$424K Sell
1,006
-20
-2% -$9.15K 0.08% 104
2022
Q2 		$423K Sell
1,026
-394
-28% -$172K 0.08% 112
2022
Q1 		$714K Buy
+1,420
New +$736K 0.14% 86

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 $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Angeles Wealth Management's MSCI Position: Q2 2025 in Review

Angeles Wealth Management sold out of MSCI (MSCI) in Q2 2025, closing a stake of 488 shares — an estimated $276K sold.

Angeles Wealth Management first reported a position in MSCI in Q1 2022 and held it in 9 quarters. The position peaked at $714K in Q1 2022. 1,088 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Angeles Wealth Management reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Angeles Wealth Management sold 488 MSCI shares in Q2 2025, an estimated $276K.
  • Angeles Wealth Management first reported a position in MSCI in Q1 2022 and held it in 9 quarters.
  • Angeles Wealth Management's MSCI position peaked at $714K in Q1 2022.
  • 1,088 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Angeles Wealth Management's 13F filing for Q2 2025, filed 29 Jul 2025.