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Cornerstone Advisors’s MSCI MSCI Stock Holding History

Cornerstone 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
Q4 		– Sell
-3,600
Closed -$2.04M – 226
2025
Q3 		$2.04M Sell
3,600
-800
-18% -$452K 0.07% 172
2025
Q2 		$2.54M Sell
4,400
-500
-10% -$277K 0.09% 164
2025
Q1 		$2.77M Hold
4,900
– – 0.12% 161
2024
Q4 		$2.94M Hold
4,900
– – 0.12% 156
2024
Q3 		$2.86M Hold
4,900
– – 0.11% 166
2024
Q2 		$2.36M Sell
4,900
-1,200
-20% -$595K 0.1% 174
2024
Q1 		$3.42M Sell
6,100
-200
-3% -$112K 0.14% 164
2023
Q4 		$3.56M Sell
6,300
-1,100
-15% -$568K 0.16% 150
2023
Q3 		$3.8M Buy
7,400
+400
+6% +$210K 0.18% 144
2023
Q2 		$3.29M Hold
7,000
– – 0.16% 149
2023
Q1 		$3.92M Buy
+7,000
New +$3.7M 0.18% 118

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 $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Cornerstone Advisors's MSCI Position: Q4 2025 in Review

Cornerstone Advisors sold out of MSCI (MSCI) in Q4 2025, closing a stake of 3,600 shares — an estimated $2.04M sold.

Cornerstone Advisors first reported a position in MSCI in Q1 2023 and held it in 11 quarters. The position peaked at $3.92M in Q1 2023. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Cornerstone Advisors reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Advisors sold 3,600 MSCI shares in Q4 2025, an estimated $2.04M.
  • Cornerstone Advisors first reported a position in MSCI in Q1 2023 and held it in 11 quarters.
  • Cornerstone Advisors's MSCI position peaked at $3.92M in Q1 2023.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Cornerstone Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.