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Avestar Capital’s MSCI MSCI Stock Holding History

Avestar Capital’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
-413
Closed -$248K – 524
2024
Q4 		$248K Buy
413
+37
+10% +$22.2K 0.02% 431
2024
Q3 		$219K Buy
+376
New +$204K 0.02% 430
2022
Q1 		– Sell
-2,714
Closed -$1.66M – 441
2021
Q4 		$1.66M Sell
2,714
-237
-8% -$149K 0.2% 107
2021
Q3 		$1.79M Buy
2,951
+14
+0.5% +$8.55K 0.23% 103
2021
Q2 		$1.57M Sell
2,937
-121
-4% -$57.7K 0.21% 127
2021
Q1 		$1.48M Sell
3,058
-198
-6% -$83.2K 0.33% 59
2020
Q4 		$1.45M Sell
3,256
-99
-3% -$38.8K 0.4% 43
2020
Q3 		$1.17M Sell
3,355
-419
-11% -$152K 0.39% 55
2020
Q2 		$1.26M Sell
3,774
-779
-17% -$252K 0.56% 40
2020
Q1 		$1.32M Buy
+4,553
New +$1.29M 0.72% 30
2019
Q3 		– Sell
-4
Closed – – 588
2019
Q2 		$0 Hold
4
– – ﹤0.01% 933
2019
Q1 		$0 Hold
4
– – ﹤0.01% 932
2018
Q4 		$0 Buy
+4
New +$609 ﹤0.01% 938

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Avestar Capital's MSCI Position: Q1 2025 in Review

Avestar Capital sold out of MSCI (MSCI) in Q1 2025, closing a stake of 413 shares — an estimated $248K sold.

Avestar Capital first reported a position in MSCI in Q4 2018 and held it in 13 quarters. The position peaked at $1.79M in Q3 2021. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Avestar Capital reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Avestar Capital sold 413 MSCI shares in Q1 2025, an estimated $248K.
  • Avestar Capital first reported a position in MSCI in Q4 2018 and held it in 13 quarters.
  • Avestar Capital's MSCI position peaked at $1.79M in Q3 2021.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Avestar Capital's 13F filing for Q1 2025, filed 14 May 2025.