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Carolinas Wealth Consulting’s MSCI MSCI Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-45
Closed -$25.4K – 597
2025
Q1 		$25.4K Hold
45
– – 0.01% 428
2024
Q4 		$27K Hold
45
– – 0.01% 437
2024
Q3 		$26.2K Buy
45
+6
+15% +$3.25K ﹤0.01% 446
2024
Q2 		$18.8K Sell
39
-67
-63% -$33.2K ﹤0.01% 487
2024
Q1 		$59.5K Buy
106
+8
+8% +$4.5K 0.01% 347
2023
Q4 		$55.5K Buy
98
+26
+36% +$13.4K 0.01% 324
2023
Q3 		$34K Sell
72
-15
-17% -$7.88K 0.01% 359
2023
Q2 		$40.9K Sell
87
-19
-18% -$9.27K 0.01% 377
2023
Q1 		$59.5K Buy
106
+1
+1% +$529 0.01% 330
2022
Q4 		$49K Hold
105
– – 0.01% 365
2022
Q3 		$44K Sell
105
-11
-9% -$5.04K 0.01% 344
2022
Q2 		$48K Buy
116
+17
+17% +$7.4K 0.01% 336
2022
Q1 		$50K Buy
99
+27
+38% +$14K 0.01% 351
2021
Q4 		$44K Buy
72
+26
+57% +$16.3K 0.01% 383
2021
Q3 		$28K Sell
46
-7
-13% -$4.28K 0.01% 420
2021
Q2 		$28K Hold
53
– – 0.01% 448
2021
Q1 		$22K Sell
53
-48
-48% -$20.2K 0.01% 493
2020
Q4 		$45K Sell
101
-43
-30% -$16.9K 0.01% 358
2020
Q3 		$51K Buy
+144
New +$52.3K 0.02% 280

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

Carolinas Wealth Consulting's MSCI Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of MSCI (MSCI) in Q2 2025, closing a stake of 45 shares — an estimated $25.4K sold.

Carolinas Wealth Consulting first reported a position in MSCI in Q3 2020 and held it in 19 quarters. The position peaked at $59.5K in Q1 2023. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 45 MSCI shares in Q2 2025, an estimated $25.4K.
  • Carolinas Wealth Consulting first reported a position in MSCI in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's MSCI position peaked at $59.5K in Q1 2023.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.