AWM
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Avior Wealth Management’s MSCI MSCI Stock Holding History

Avior 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
Q1 		– Sell
-16
Closed -$9.6K – 1732
2024
Q4 		$9.6K Hold
16
– – ﹤0.01% 1638
2024
Q3 		$9.33K Buy
16
+2
+14% +$1.08K ﹤0.01% 1578
2024
Q2 		$6.74K Sell
14
-238
-94% -$118K ﹤0.01% 1635
2024
Q1 		$141K Buy
252
+250
+12,500% +$141K 0.01% 819
2023
Q4 		$1.13K Sell
2
-1
-33% -$516 ﹤0.01% 1363
2023
Q3 		$1.54K Hold
3
– – ﹤0.01% 1409
2023
Q2 		$1.41K Hold
3
– – ﹤0.01% 1388
2023
Q1 		$1.68K Hold
3
– – ﹤0.01% 1410
2022
Q4 		$1.4K Hold
3
– – ﹤0.01% 1086
2022
Q3 		$1K Hold
3
– – ﹤0.01% 1095
2022
Q2 		$1K Hold
3
– – ﹤0.01% 1008
2022
Q1 		$1K Hold
3
– – ﹤0.01% 1044
2021
Q4 		$1K Hold
3
– – ﹤0.01% 1037
2021
Q3 		$1K Hold
3
– – ﹤0.01% 1009
2021
Q2 		$1K Sell
3
-19
-86% -$9.06K ﹤0.01% 982
2021
Q1 		$9K Sell
22
-7
-24% -$2.94K ﹤0.01% 774
2020
Q4 		$12K Buy
29
+1
+4% +$392 ﹤0.01% 687
2020
Q3 		$9K Sell
28
-10
-26% -$3.63K ﹤0.01% 708
2020
Q2 		$12K Buy
38
+2
+6% +$647 ﹤0.01% 643
2020
Q1 		$10K Buy
+36
New +$10.2K ﹤0.01% 575
2018
Q2 		– Sell
-1,280
Closed -$191K – 833
2018
Q1 		$191K Sell
1,280
-260
-17% -$37.3K 0.04% 326
2017
Q4 		$195K Buy
+1,540
New +$192K 0.04% 332

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

Avior Wealth Management's MSCI Position: Q1 2025 in Review

Avior Wealth Management sold out of MSCI (MSCI) in Q1 2025, closing a stake of 16 shares — an estimated $9.6K sold.

Avior Wealth Management first reported a position in MSCI in Q4 2017 and held it in 22 quarters. The position peaked at $195K in Q4 2017. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Avior Wealth Management reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 16 MSCI shares in Q1 2025, an estimated $9.6K.
  • Avior Wealth Management first reported a position in MSCI in Q4 2017 and held it in 22 quarters.
  • Avior Wealth Management's MSCI position peaked at $195K in Q4 2017.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.