Aspiriant LLC’s MSCI MSCI Stock Holding History

Aspiriant LLC’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	-347	Closed	-$200K	–	311
2025 Q2	$200K	Buy	+347	New	+$192K	0.01%	304
2024 Q2	–	Sell	-408	Closed	-$229K	–	316
2024 Q1	$229K	Buy	+408	New	+$229K	0.01%	292

Other funds holding MSCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Aspiriant LLC's MSCI Position: Q3 2025 in Review

Aspiriant LLC sold out of MSCI (MSCI) in Q3 2025, closing a stake of 347 shares — an estimated $200K sold.

Aspiriant LLC first reported a position in MSCI in Q1 2024 and held it in 2 quarters. The position peaked at $229K in Q1 2024. 1,040 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

Aspiriant LLC reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
Aspiriant LLC sold 347 MSCI shares in Q3 2025, an estimated $200K.
Aspiriant LLC first reported a position in MSCI in Q1 2024 and held it in 2 quarters.
Aspiriant LLC's MSCI position peaked at $229K in Q1 2024.
1,040 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Aspiriant LLC's 13F filing for Q3 2025, filed 24 Oct 2025.