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Atticus Wealth Management’s MSCI MSCI Stock Holding History

Atticus Wealth 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
Q3 		– Sell
-3
Closed -$1.73K – 466
2025
Q2 		$1.73K Buy
+3
New +$1.66K ﹤0.01% 573
2022
Q2 		– Sell
-5
Closed -$3K – 627
2022
Q1 		$3K Sell
5
-2
-29% -$1.04K ﹤0.01% 501
2021
Q4 		$4K Hold
7
– – ﹤0.01% 399
2021
Q3 		$4K Buy
+7
New +$4.28K ﹤0.01% 372

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

Atticus Wealth Management's MSCI Position: Q3 2025 in Review

Atticus Wealth Management sold out of MSCI (MSCI) in Q3 2025, closing a stake of 3 shares — an estimated $1.73K sold.

Atticus Wealth Management first reported a position in MSCI in Q3 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 1,039 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Atticus Wealth Management reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 3 MSCI shares in Q3 2025, an estimated $1.73K.
  • Atticus Wealth Management first reported a position in MSCI in Q3 2021 and held it in 4 quarters.
  • Atticus Wealth Management's MSCI position peaked at $4K in Q4 2021.
  • 1,039 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.