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Capital A Wealth Management’s MSCI MSCI Stock Holding History

Capital A 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
Q2 		$2.26K Sell
4
-263
-99% -$146K 0.03% 313
2025
Q1 		$151K Hold
267
– – 0.16% 82
2024
Q4 		$160K Buy
+267
New +$160K 0.27% 79

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Capital A Wealth Management's MSCI Position: Q2 2025 in Review

Capital A Wealth Management reduced its MSCI (MSCI) stake by 99% in Q2 2025, selling an estimated $146K and leaving 4 shares worth $2.26K. The position accounts for 0.03% of the portfolio, ranked #313.

Capital A Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 3 quarters since. The position peaked at $160K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Capital A Wealth Management held 4 shares of MSCI worth $2.26K as of Q2 2025.
  • Capital A Wealth Management sold 263 MSCI shares in Q2 2025, an estimated $146K.
  • MSCI made up 0.03% of Capital A Wealth Management's portfolio in Q2 2025, its #313 holding.
  • Capital A Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 3 quarters since.
  • Capital A Wealth Management's MSCI position peaked at $160K in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.