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Centricity Wealth Management’s MSCI MSCI Stock Holding History

Centricity 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 		$5.19K Hold
9
– – ﹤0.01% 374
2025
Q1 		$5.09K Hold
9
– – ﹤0.01% 378
2024
Q4 		$5.4K Buy
+9
New +$5.4K 0.01% 380

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 $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Centricity Wealth Management's MSCI Position: Q2 2025 in Review

Centricity Wealth Management held its MSCI (MSCI) position steady in Q2 2025 at 9 shares worth $5.19K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Centricity Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 3 quarters since. The position peaked at $5.4K in Q4 2024. 1,087 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Centricity Wealth Management held 9 shares of MSCI worth $5.19K as of Q2 2025.
  • Centricity Wealth Management left its MSCI share count unchanged in Q2 2025.
  • MSCI made up ﹤0.01% of Centricity Wealth Management's portfolio in Q2 2025, its #374 holding.
  • Centricity Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 3 quarters since.
  • Centricity Wealth Management's MSCI position peaked at $5.4K in Q4 2024.
  • 1,087 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.