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Burney Company’s MSCI MSCI Stock Holding History

Burney Company’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
-411
Closed -$233K – 629
2025
Q3 		$233K Sell
411
-5
-1% -$2.83K 0.01% 546
2025
Q2 		$240K Sell
416
-805
-66% -$446K 0.01% 529
2025
Q1 		$690K Sell
1,221
-30
-2% -$17.4K 0.03% 361
2024
Q4 		$751K Buy
1,251
+100
+9% +$60K 0.03% 353
2024
Q3 		$671K Buy
1,151
+190
+20% +$103K 0.02% 390
2024
Q2 		$463K Buy
961
+25
+3% +$12.4K 0.02% 435
2024
Q1 		$525K Buy
936
+106
+13% +$59.6K 0.02% 425
2023
Q4 		$469K Sell
830
-4
-0.5% -$2.06K 0.02% 427
2023
Q3 		$428K Buy
+834
New +$438K 0.02% 426

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

Burney Company's MSCI Position: Q4 2025 in Review

Burney Company sold out of MSCI (MSCI) in Q4 2025, closing a stake of 411 shares — an estimated $233K sold.

Burney Company first reported a position in MSCI in Q3 2023 and held it in 9 quarters. The position peaked at $751K in Q4 2024. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Burney Company reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Burney Company sold 411 MSCI shares in Q4 2025, an estimated $233K.
  • Burney Company first reported a position in MSCI in Q3 2023 and held it in 9 quarters.
  • Burney Company's MSCI position peaked at $751K in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Burney Company's 13F filing for Q4 2025, filed 23 Jan 2026.