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Bulltick Wealth Management’s MSCI MSCI Stock Holding History

Bulltick Wealth Management’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
-7,020
Closed -$3.98M – 140
2025
Q3 		$3.98M Hold
7,020
– – 0.94% 36
2025
Q2 		$4.05M Hold
7,020
– – 1% 34
2025
Q1 		$3.97M Buy
+7,020
New +$4.08M 1.05% 32

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Bulltick Wealth Management's MSCI Position: Q4 2025 in Review

Bulltick Wealth Management sold out of MSCI (MSCI) in Q4 2025, closing a stake of 7,020 shares — an estimated $3.98M sold.

Bulltick Wealth Management first reported a position in MSCI in Q1 2025 and held it in 3 quarters. The position peaked at $4.05M in Q2 2025. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Bulltick Wealth Management reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Bulltick Wealth Management sold 7,020 MSCI shares in Q4 2025, an estimated $3.98M.
  • Bulltick Wealth Management first reported a position in MSCI in Q1 2025 and held it in 3 quarters.
  • Bulltick Wealth Management's MSCI position peaked at $4.05M in Q2 2025.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Bulltick Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.