CF
MSCI icon

Copperwynd Financial’s MSCI MSCI Stock Holding History

Copperwynd Financial’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 		$1.03M Buy
1,793
+20
+1% +$11.1K 0.26% 67
2025
Q1 		$1M Buy
1,773
+91
+5% +$52.9K 0.28% 70
2024
Q4 		$1.01M Buy
1,682
+148
+10% +$88.8K 0.28% 62
2024
Q3 		$894K Buy
1,534
+126
+9% +$68.3K 0.27% 71
2024
Q2 		$761K Buy
+1,408
New +$699K 0.25% 77
2022
Q2 		– Sell
-1,175
Closed -$591K – 131
2022
Q1 		$591K Sell
1,175
-208
-15% -$108K 0.24% 91
2021
Q4 		$847K Buy
1,383
+81
+6% +$50.8K 0.32% 51
2021
Q3 		$792K Buy
1,302
+96
+8% +$58.7K 0.33% 47
2021
Q2 		$643K Buy
1,206
+146
+14% +$69.6K 0.27% 56
2021
Q1 		$444K Buy
1,060
+150
+16% +$63K 0.2% 95
2020
Q4 		$406K Buy
910
+148
+19% +$58.1K 0.2% 93
2020
Q3 		$272K Buy
+762
New +$277K 0.14% 104

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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Copperwynd Financial's MSCI Position: Q2 2025 in Review

Copperwynd Financial increased its MSCI (MSCI) stake by 1.1% in Q2 2025, buying an estimated $11.1K and bringing the position to 1,793 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #67.

Copperwynd Financial first reported a position in MSCI in Q3 2020 and has held it in 12 quarters since. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Copperwynd Financial held 1,793 shares of MSCI worth $1.03M as of Q2 2025.
  • Copperwynd Financial bought 20 MSCI shares in Q2 2025, an estimated $11.1K.
  • MSCI made up 0.26% of Copperwynd Financial's portfolio in Q2 2025, its #67 holding.
  • Copperwynd Financial first reported a position in MSCI in Q3 2020 and has held it in 12 quarters since.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.