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Concord Wealth Partners’s MSCI MSCI Stock Holding History

Concord Wealth Partners’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
Q1 		– Sell
-11
Closed -$6.6K – 907
2024
Q4 		$6.6K Hold
11
– – ﹤0.01% 570
2024
Q3 		$6.41K Buy
+11
New +$5.96K ﹤0.01% 604
2023
Q1 		– Sell
-33
Closed -$15.4K – 1136
2022
Q4 		$15.4K Buy
+33
New +$15.4K ﹤0.01% 573
2022
Q3 		– Sell
-33
Closed -$14K – 746
2022
Q2 		$14K Buy
33
+4
+14% +$1.74K ﹤0.01% 618
2022
Q1 		$15K Buy
29
+4
+16% +$2.07K ﹤0.01% 688
2021
Q4 		$15K Buy
+25
New +$15.7K ﹤0.01% 699
2021
Q1 		– Sell
-75
Closed -$34K – 1042
2020
Q4 		$34K Buy
+75
New +$29.4K 0.03% 250

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Concord Wealth Partners's MSCI Position: Q1 2025 in Review

Concord Wealth Partners sold out of MSCI (MSCI) in Q1 2025, closing a stake of 11 shares — an estimated $6.6K sold.

Concord Wealth Partners first reported a position in MSCI in Q4 2020 and held it in 7 quarters. The position peaked at $34K in Q4 2020. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Concord Wealth Partners reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 11 MSCI shares in Q1 2025, an estimated $6.6K.
  • Concord Wealth Partners first reported a position in MSCI in Q4 2020 and held it in 7 quarters.
  • Concord Wealth Partners's MSCI position peaked at $34K in Q4 2020.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.