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Applied Finance Capital Management’s MSCI MSCI Stock Holding History

Applied Finance Capital 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
-1,075
Closed -$608K – 347
2025
Q1 		$608K Buy
+1,075
New +$625K 0.04% 178
2024
Q4 		– Sell
-1,084
Closed -$632K – 321
2024
Q3 		$632K Sell
1,084
-25
-2% -$13.6K 0.03% 177
2024
Q2 		$534K Buy
+1,109
New +$550K 0.02% 182

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

Applied Finance Capital Management's MSCI Position: Q2 2025 in Review

Applied Finance Capital Management sold out of MSCI (MSCI) in Q2 2025, closing a stake of 1,075 shares — an estimated $608K sold.

Applied Finance Capital Management first reported a position in MSCI in Q2 2024 and held it in 3 quarters. The position peaked at $632K in Q3 2024. 1,088 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Applied Finance Capital Management reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 1,075 MSCI shares in Q2 2025, an estimated $608K.
  • Applied Finance Capital Management first reported a position in MSCI in Q2 2024 and held it in 3 quarters.
  • Applied Finance Capital Management's MSCI position peaked at $632K in Q3 2024.
  • 1,088 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Applied Finance Capital Management's 13F filing for Q2 2025, filed 29 Jul 2025.