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Avantax Advisory Services’s MSCI MSCI Stock Holding History

Avantax Advisory Services’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
Q2 		$705K Sell
1,223
-868
-42% -$480K ﹤0.01% 1376
2025
Q1 		$1.18M Sell
2,091
-32
-2% -$18.6K 0.01% 1002
2024
Q4 		$1.27M Buy
2,123
+98
+5% +$58.8K 0.01% 935
2024
Q3 		$1.18M Buy
2,025
+142
+8% +$77K 0.01% 941
2024
Q2 		$907K Buy
+1,883
New +$934K 0.01% 1036

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Avantax Advisory Services's MSCI Position: Q2 2025 in Review

Avantax Advisory Services reduced its MSCI (MSCI) stake by 42% in Q2 2025, selling an estimated $480K and leaving 1,223 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Avantax Advisory Services first reported a position in MSCI in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.27M in Q4 2024. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Avantax Advisory Services held 1,223 shares of MSCI worth $705K as of Q2 2025.
  • Avantax Advisory Services sold 868 MSCI shares in Q2 2025, an estimated $480K.
  • MSCI made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1376 holding.
  • Avantax Advisory Services first reported a position in MSCI in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's MSCI position peaked at $1.27M in Q4 2024.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.