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CBIZ Investment Advisory Services’s MSCI MSCI Stock Holding History

CBIZ Investment Advisory Services’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
Q3 		– Sell
-2
Closed -$1.15K – 740
2025
Q2 		$1.15K Buy
2
+1
+100% +$553 ﹤0.01% 583
2025
Q1 		$566 Buy
+1
New +$581 ﹤0.01% 541
2020
Q1 		– Hold
0
– – – 208

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

CBIZ Investment Advisory Services's MSCI Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of MSCI (MSCI) in Q3 2025, closing a stake of 2 shares — an estimated $1.15K sold.

CBIZ Investment Advisory Services first reported a position in MSCI in Q1 2025 and held it in 2 quarters. The position peaked at $1.15K in Q2 2025. 1,040 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 2 MSCI shares in Q3 2025, an estimated $1.15K.
  • CBIZ Investment Advisory Services first reported a position in MSCI in Q1 2025 and held it in 2 quarters.
  • CBIZ Investment Advisory Services's MSCI position peaked at $1.15K in Q2 2025.
  • 1,040 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.