AWA
MSCI icon

Arete Wealth Advisors’s MSCI MSCI Stock Holding History

Arete Wealth Advisors’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
-815
Closed -$470K – 793
2025
Q2 		$470K Buy
+815
New +$451K 0.03% 424
2022
Q1 		– Sell
-643
Closed -$383K – 540
2021
Q4 		$383K Sell
643
-56
-8% -$35.1K 0.03% 340
2021
Q3 		$425K Sell
699
-233
-25% -$142K 0.05% 278
2021
Q2 		$485K Buy
+932
New +$444K 0.07% 212

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

Arete Wealth Advisors's MSCI Position: Q3 2025 in Review

Arete Wealth Advisors sold out of MSCI (MSCI) in Q3 2025, closing a stake of 815 shares — an estimated $470K sold.

Arete Wealth Advisors first reported a position in MSCI in Q2 2021 and held it in 4 quarters. The position peaked at $485K in Q2 2021. 1,039 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Arete Wealth Advisors reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 815 MSCI shares in Q3 2025, an estimated $470K.
  • Arete Wealth Advisors first reported a position in MSCI in Q2 2021 and held it in 4 quarters.
  • Arete Wealth Advisors's MSCI position peaked at $485K in Q2 2021.
  • 1,039 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Arete Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.