CSWM
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Cassady Schiller Wealth Management’s MSCI MSCI Stock Holding History

Cassady Schiller 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
2024
Q4 		$2.4K Buy
+4
New +$2.4K ﹤0.01% 541
2022
Q1 		– Sell
-2
Closed -$1K – 411
2021
Q4 		$1K Buy
+2
New +$1.25K ﹤0.01% 478

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cassady Schiller Wealth Management's MSCI Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in MSCI (MSCI) in Q4 2024: 4 shares worth $2.4K. The stake represents ﹤0.01% of the portfolio and ranks #541 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in MSCI as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in MSCI in Q4 2021 and has held it in 2 quarters since. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • Cassady Schiller Wealth Management held 4 shares of MSCI worth $2.4K as of Q4 2024.
  • MSCI was a new Cassady Schiller Wealth Management position in Q4 2024.
  • MSCI made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #541 holding.
  • Cassady Schiller Wealth Management first reported a position in MSCI in Q4 2021 and has held it in 2 quarters since.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.