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Creekmur Asset Management’s MSCI MSCI Stock Holding History

Creekmur Asset Management’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
Q3 		$743K Sell
1,310
-737
-36% -$417K 0.12% 97
2025
Q2 		$1.18M Buy
2,047
+587
+40% +$325K 0.21% 73
2025
Q1 		$826K Buy
+1,460
New +$849K 0.17% 63
2024
Q4 		– Sell
-4
Closed -$2.33K – 1015
2024
Q3 		$2.33K Buy
+4
New +$2.17K ﹤0.01% 623

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Creekmur Asset Management's MSCI Position: Q3 2025 in Review

Creekmur Asset Management reduced its MSCI (MSCI) stake by 36% in Q3 2025, selling an estimated $417K and leaving 1,310 shares worth $743K. The position accounts for 0.12% of the portfolio, ranked #97.

Creekmur Asset Management first reported a position in MSCI in Q3 2024 and has held it in 4 quarters since. The position peaked at $1.18M in Q2 2025. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Creekmur Asset Management held 1,310 shares of MSCI worth $743K as of Q3 2025.
  • Creekmur Asset Management sold 737 MSCI shares in Q3 2025, an estimated $417K.
  • MSCI made up 0.12% of Creekmur Asset Management's portfolio in Q3 2025, its #97 holding.
  • Creekmur Asset Management first reported a position in MSCI in Q3 2024 and has held it in 4 quarters since.
  • Creekmur Asset Management's MSCI position peaked at $1.18M in Q2 2025.
  • 1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.