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Blue Barn Wealth’s MSCI MSCI Stock Holding History

Blue Barn Wealth’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
Q4 		– Sell
-587
Closed -$333K – 116
2025
Q3 		$333K Sell
587
-6
-1% -$3.39K 0.15% 102
2025
Q2 		$342K Buy
593
+9
+2% +$4.98K 0.16% 93
2025
Q1 		$330K Buy
584
+3
+0.5% +$1.74K 0.17% 89
2024
Q4 		$349K Sell
581
-2
-0.3% -$1.2K 0.18% 86
2024
Q3 		$340K Buy
+583
New +$316K 0.17% 86

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Blue Barn Wealth's MSCI Position: Q4 2025 in Review

Blue Barn Wealth sold out of MSCI (MSCI) in Q4 2025, closing a stake of 587 shares — an estimated $333K sold.

Blue Barn Wealth first reported a position in MSCI in Q3 2024 and held it in 5 quarters. The position peaked at $349K in Q4 2024. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Blue Barn Wealth reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 587 MSCI shares in Q4 2025, an estimated $333K.
  • Blue Barn Wealth first reported a position in MSCI in Q3 2024 and held it in 5 quarters.
  • Blue Barn Wealth's MSCI position peaked at $349K in Q4 2024.
  • 1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.