BOK Financial Private Wealth’s MSCI MSCI Stock Holding History

BOK Financial Private 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 Q1	–	Sell	-2	Closed	-$1.2K	–	602
2024 Q4	$1.2K	Buy	+2	New	+$1.2K	﹤0.01%	484

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

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

BAMCO Inc New York $33.1B AUM 11.16% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BOK Financial Private Wealth's MSCI Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of MSCI (MSCI) in Q1 2025, closing a stake of 2 shares — an estimated $1.2K sold.

BOK Financial Private Wealth first reported a position in MSCI in Q4 2024 and held it in 1 quarter. The position peaked at $1.2K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

BOK Financial Private Wealth reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 2 MSCI shares in Q1 2025, an estimated $1.2K.
BOK Financial Private Wealth first reported a position in MSCI in Q4 2024 and held it in 1 quarter.
BOK Financial Private Wealth's MSCI position peaked at $1.2K in Q4 2024.
1,077 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.