CMF
MSCI icon

Counterpoint Mutual Funds’s MSCI MSCI Stock Holding History

Counterpoint Mutual Funds’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
-602
Closed -$342K – 451
2025
Q3 		$342K Buy
+602
New +$340K 0.03% 275
2021
Q4 		– Sell
-34
Closed -$21K – 209
2021
Q3 		$21K Buy
34
+10
+42% +$6.11K 0.02% 37
2021
Q2 		$13K Buy
+24
New +$11.4K 0.01% 90

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Counterpoint Mutual Funds's MSCI Position: Q4 2025 in Review

Counterpoint Mutual Funds sold out of MSCI (MSCI) in Q4 2025, closing a stake of 602 shares — an estimated $342K sold.

Counterpoint Mutual Funds first reported a position in MSCI in Q2 2021 and held it in 3 quarters. The position peaked at $342K in Q3 2025. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Counterpoint Mutual Funds reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 602 MSCI shares in Q4 2025, an estimated $342K.
  • Counterpoint Mutual Funds first reported a position in MSCI in Q2 2021 and held it in 3 quarters.
  • Counterpoint Mutual Funds's MSCI position peaked at $342K in Q3 2025.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Counterpoint Mutual Funds's 13F filing for Q4 2025, filed 12 Feb 2026.