Atom Investors’s MSCI MSCI Stock Holding History

Atom Investors’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
2020 Q3	–	Sell	-12,600	Closed	-$4.21M	–	582
2020 Q2	$4.21M	Sell	12,600 -3,400	-21%	-$1.1M	0.27%	67
2020 Q1	$4.62M	Buy	+16,000	New	+$4.53M	0.41%	63

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 $3.37T AUM 44.26% 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

Atom Investors's MSCI Position: Q3 2025 in Review

Atom Investors sold out of MSCI (MSCI) in Q3 2025, closing a stake of 3,492 shares — an estimated $2.01M sold.

Atom Investors first reported a position in MSCI in Q3 2020 and held it in 3 quarters. The position peaked at $2.01M in Q2 2025. 1,039 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

Atom Investors reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
Atom Investors sold 3,492 MSCI shares in Q3 2025, an estimated $2.01M.
Atom Investors first reported a position in MSCI in Q3 2020 and held it in 3 quarters.
Atom Investors's MSCI position peaked at $2.01M in Q2 2025.
1,039 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Atom Investors's 13F filing for Q3 2025, filed 14 Nov 2025.