BCMLT
MSCI icon

Beacon Capital Management LLC (Tennessee)’s MSCI MSCI Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q3 		– Sell
-6
Closed -$3.49K – 683
2025
Q2 		$3.49K Sell
6
-6
-50% -$3.32K ﹤0.01% 818
2025
Q1 		$6.81K Buy
12
+6
+100% +$3.49K ﹤0.01% 702
2024
Q4 		$3.61K Sell
6
-47
-89% -$28.2K ﹤0.01% 790
2024
Q3 		$30.9K Buy
53
+47
+783% +$25.5K ﹤0.01% 412
2024
Q2 		$2.89K Hold
6
– – ﹤0.01% 809
2024
Q1 		$3.36K Hold
6
– – ﹤0.01% 784
2023
Q4 		$3.08K Hold
6
– – ﹤0.01% 732
2023
Q3 		$2.82K Hold
6
– – ﹤0.01% 788
2023
Q2 		$2.82K Buy
+6
New +$2.93K ﹤0.01% 788

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s MSCI Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of MSCI (MSCI) in Q3 2025, closing a stake of 6 shares — an estimated $3.49K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in MSCI in Q2 2023 and held it in 9 quarters. The position peaked at $30.9K in Q3 2024. 1,040 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 6 MSCI shares in Q3 2025, an estimated $3.49K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in MSCI in Q2 2023 and held it in 9 quarters.
  • Beacon Capital Management LLC (Tennessee)'s MSCI position peaked at $30.9K in Q3 2024.
  • 1,040 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.