Arlington Financial Advisors’s MSCI MSCI Stock Holding History

Arlington Financial 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 Q1	–	Sell	-350	Closed	-$210K	–	113
2024 Q4	$210K	Buy	+350	New	+$210K	0.04%	92

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Arlington Financial Advisors's MSCI Position: Q1 2025 in Review

Arlington Financial Advisors sold out of MSCI (MSCI) in Q1 2025, closing a stake of 350 shares — an estimated $210K sold.

Arlington Financial Advisors first reported a position in MSCI in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

Arlington Financial Advisors reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
Arlington Financial Advisors sold 350 MSCI shares in Q1 2025, an estimated $210K.
Arlington Financial Advisors first reported a position in MSCI in Q4 2024 and held it in 1 quarter.
Arlington Financial Advisors's MSCI position peaked at $210K in Q4 2024.
1,077 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Arlington Financial Advisors's 13F filing for Q1 2025, filed 9 Apr 2025.