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Clarius Group LLC’s MSCI MSCI Stock Holding History

Clarius Group LLC’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
-483
Closed -$279K – 450
2025
Q2 		$279K Sell
483
-35
-7% -$19.4K 0.02% 373
2025
Q1 		$293K Sell
518
-13
-2% -$7.56K 0.02% 363
2024
Q4 		$319K Buy
531
+9
+2% +$5.4K 0.02% 300
2024
Q3 		$304K Sell
522
-21
-4% -$11.4K 0.02% 310
2024
Q2 		$262K Sell
543
-4
-0.7% -$1.99K 0.02% 349
2024
Q1 		$307K Sell
547
-41
-7% -$23K 0.02% 329
2023
Q4 		$333K Sell
588
-37
-6% -$19.1K 0.03% 325
2023
Q3 		$321K Sell
625
-314
-33% -$165K 0.03% 311
2023
Q2 		$441K Sell
939
-85
-8% -$41.5K 0.03% 290
2023
Q1 		$573K Sell
1,024
-3
-0.3% -$1.59K 0.05% 223
2022
Q4 		$478K Buy
1,027
+15
+1% +$6.98K 0.04% 258
2022
Q3 		$427K Buy
1,012
+81
+9% +$37.1K 0.04% 252
2022
Q2 		$384K Buy
931
+70
+8% +$30.5K 0.04% 269
2022
Q1 		$528K Hold
861
– – 0.04% 228
2021
Q4 		$528K Sell
861
-57
-6% -$35.8K 0.04% 228
2021
Q3 		$558K Buy
918
+17
+2% +$10.4K 0.05% 196
2021
Q2 		$480K Buy
901
+1
+0.1% +$477 0.04% 215
2021
Q1 		$377K Buy
900
+68
+8% +$28.6K 0.04% 243
2020
Q4 		$372K Buy
832
+233
+39% +$91.4K 0.04% 220
2020
Q3 		$214K Sell
599
-37
-6% -$13.4K 0.03% 275
2020
Q2 		$212K Buy
+636
New +$206K 0.03% 263

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Clarius Group LLC's MSCI Position: Q3 2025 in Review

Clarius Group LLC sold out of MSCI (MSCI) in Q3 2025, closing a stake of 483 shares — an estimated $279K sold.

Clarius Group LLC first reported a position in MSCI in Q2 2020 and held it in 21 quarters. The position peaked at $573K in Q1 2023. 1,037 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Clarius Group LLC reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Clarius Group LLC sold 483 MSCI shares in Q3 2025, an estimated $279K.
  • Clarius Group LLC first reported a position in MSCI in Q2 2020 and held it in 21 quarters.
  • Clarius Group LLC's MSCI position peaked at $573K in Q1 2023.
  • 1,037 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Clarius Group LLC's 13F filing for Q3 2025, filed 14 Oct 2025.