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Continuum Advisory’s MSCI MSCI Stock Holding History

Continuum Advisory’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
-4
Closed -$2.26K – 1140
2025
Q1 		$2.26K Hold
4
– – ﹤0.01% 1315
2024
Q4 		$2.4K Hold
4
– – ﹤0.01% 1362
2024
Q3 		$2.42K Buy
4
+2
+100% +$1.08K ﹤0.01% 1364
2024
Q2 		$964 Hold
2
– – ﹤0.01% 1479
2024
Q1 		$965 Buy
+2
New +$1.12K ﹤0.01% 1473

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

Continuum Advisory's MSCI Position: Q2 2025 in Review

Continuum Advisory sold out of MSCI (MSCI) in Q2 2025, closing a stake of 4 shares — an estimated $2.26K sold.

Continuum Advisory first reported a position in MSCI in Q1 2024 and held it in 5 quarters. The position peaked at $2.42K in Q3 2024. 1,087 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Continuum Advisory reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 4 MSCI shares in Q2 2025, an estimated $2.26K.
  • Continuum Advisory first reported a position in MSCI in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's MSCI position peaked at $2.42K in Q3 2024.
  • 1,087 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.