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AXS Investments’s MSCI MSCI Stock Holding History

AXS Investments’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 		– Sell
-2,238
Closed -$1.27M – 193
2025
Q1 		$1.27M Sell
2,238
-23
-1% -$13.4K 0.35% 133
2024
Q4 		$1.36M Buy
2,261
+12
+0.5% +$7.2K 0.38% 106
2024
Q3 		$1.31M Sell
2,249
-190
-8% -$103K 0.35% 148
2024
Q2 		$1.17M Buy
2,439
+238
+11% +$118K 0.33% 136
2024
Q1 		$1.23M Sell
2,201
-198
-8% -$111K 0.3% 141
2023
Q4 		$1.36M Buy
2,399
+107
+5% +$55.2K 0.33% 113
2023
Q3 		$1.18M Sell
2,292
-167
-7% -$87.8K 0.3% 118
2023
Q2 		$1.15M Buy
2,459
+292
+13% +$142K 0.31% 131
2023
Q1 		$1.21M Sell
2,167
-69
-3% -$36.5K 0.4% 79
2022
Q4 		$1.04M Buy
+2,236
New +$1.04M 0.37% 110

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 $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

AXS Investments's MSCI Position: Q2 2025 in Review

AXS Investments sold out of MSCI (MSCI) in Q2 2025, closing a stake of 2,238 shares — an estimated $1.27M sold.

AXS Investments first reported a position in MSCI in Q4 2022 and held it in 10 quarters. The position peaked at $1.36M in Q4 2023. 1,088 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • AXS Investments reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • AXS Investments sold 2,238 MSCI shares in Q2 2025, an estimated $1.27M.
  • AXS Investments first reported a position in MSCI in Q4 2022 and held it in 10 quarters.
  • AXS Investments's MSCI position peaked at $1.36M in Q4 2023.
  • 1,088 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on AXS Investments's 13F filing for Q2 2025, filed 11 Aug 2025.