BankPlus Trust Department’s MSCI MSCI Stock Holding History

BankPlus Trust Department’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	-5	Closed	-$2.83K	–	467
2025 Q1	$2.83K	Hold	5	–	–	﹤0.01%	424
2024 Q4	$3K	Buy	+5	New	+$3K	﹤0.01%	399

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

BankPlus Trust Department's MSCI Position: Q2 2025 in Review

BankPlus Trust Department sold out of MSCI (MSCI) in Q2 2025, closing a stake of 5 shares — an estimated $2.83K sold.

BankPlus Trust Department first reported a position in MSCI in Q4 2024 and held it in 2 quarters. The position peaked at $3K in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

BankPlus Trust Department reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
BankPlus Trust Department sold 5 MSCI shares in Q2 2025, an estimated $2.83K.
BankPlus Trust Department first reported a position in MSCI in Q4 2024 and held it in 2 quarters.
BankPlus Trust Department's MSCI position peaked at $3K in Q4 2024.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on BankPlus Trust Department's 13F filing for Q2 2025, filed 23 Jul 2025.