Claro Advisors’s MSCI MSCI Stock Holding History

Claro Advisors’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	-371	Closed	-$210K	–	464
2025 Q1	$210K	Buy	+371	New	+$216K	0.03%	470

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Claro Advisors's MSCI Position: Q2 2025 in Review

Claro Advisors sold out of MSCI (MSCI) in Q2 2025, closing a stake of 371 shares — an estimated $210K sold.

Claro Advisors first reported a position in MSCI in Q1 2025 and held it in 1 quarter. The position peaked at $210K in Q1 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

Claro Advisors reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 371 MSCI shares in Q2 2025, an estimated $210K.
Claro Advisors first reported a position in MSCI in Q1 2025 and held it in 1 quarter.
Claro Advisors's MSCI position peaked at $210K in Q1 2025.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.