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Bellwether Advisors’s MSCI MSCI Stock Holding History

Bellwether Advisors’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
-289
Closed -$167K – 408
2025
Q2 		$167K Sell
289
-10,468
-97% -$5.79M 0.03% 138
2025
Q1 		$6.08M Sell
10,757
-1,477
-12% -$859K 1.27% 17
2024
Q4 		$7.34M Buy
12,234
+1,184
+11% +$710K 1.31% 17
2024
Q3 		$6.44M Buy
+11,050
New +$5.99M 1.24% 20
2023
Q2 		– Sell
-20
Closed -$11.2K – 312
2023
Q1 		$11.2K Hold
20
– – ﹤0.01% 271
2022
Q4 		$9.3K Buy
20
+12
+150% +$5.58K ﹤0.01% 275
2022
Q3 		$3K Buy
+8
New +$3.66K ﹤0.01% 362
2022
Q2 		– Sell
-4
Closed -$2K – 514
2022
Q1 		$2K Hold
4
– – ﹤0.01% 463
2021
Q4 		$2K Hold
4
– – ﹤0.01% 510
2021
Q3 		$2K Buy
+4
New +$2.44K ﹤0.01% 478

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
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

Bellwether Advisors's MSCI Position: Q3 2025 in Review

Bellwether Advisors sold out of MSCI (MSCI) in Q3 2025, closing a stake of 289 shares — an estimated $167K sold.

Bellwether Advisors first reported a position in MSCI in Q3 2021 and held it in 10 quarters. The position peaked at $7.34M in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Bellwether Advisors reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 289 MSCI shares in Q3 2025, an estimated $167K.
  • Bellwether Advisors first reported a position in MSCI in Q3 2021 and held it in 10 quarters.
  • Bellwether Advisors's MSCI position peaked at $7.34M in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.