CAG
MSCI icon

Csenge Advisory Group’s MSCI MSCI Stock Holding History

Csenge Advisory Group’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
Q1 		– Sell
-397
Closed -$238K – 718
2024
Q4 		$238K Buy
397
+63
+19% +$37.8K 0.01% 616
2024
Q3 		$202K Buy
+334
New +$181K 0.01% 676
2022
Q3 		– Sell
-1,938
Closed -$799K – 634
2022
Q2 		$799K Sell
1,938
-104
-5% -$45.3K 0.07% 247
2022
Q1 		$1.03M Buy
2,042
+494
+32% +$256K 0.08% 210
2021
Q4 		$827K Sell
1,548
-117
-7% -$73.4K 0.07% 233
2021
Q3 		$1.02M Buy
1,665
+117
+8% +$71.5K 0.09% 216
2021
Q2 		$827K Sell
1,548
-54
-3% -$25.7K 0.07% 233
2021
Q1 		$719K Sell
1,602
-18
-1% -$7.56K 0.07% 207
2020
Q4 		$723K Buy
+1,620
New +$636K 0.09% 173
2020
Q3 		– Sell
-834
Closed -$278K – 425
2020
Q2 		$278K Buy
+834
New +$270K 0.04% 288
2018
Q4 		– Sell
-73
Closed -$10K – 987
2018
Q3 		$10K Buy
+73
New +$12.7K ﹤0.01% 510

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Csenge Advisory Group's MSCI Position: Q1 2025 in Review

Csenge Advisory Group sold out of MSCI (MSCI) in Q1 2025, closing a stake of 397 shares — an estimated $238K sold.

Csenge Advisory Group first reported a position in MSCI in Q3 2018 and held it in 11 quarters. The position peaked at $1.03M in Q1 2022. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Csenge Advisory Group reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 397 MSCI shares in Q1 2025, an estimated $238K.
  • Csenge Advisory Group first reported a position in MSCI in Q3 2018 and held it in 11 quarters.
  • Csenge Advisory Group's MSCI position peaked at $1.03M in Q1 2022.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Csenge Advisory Group's 13F filing for Q1 2025, filed 5 May 2025.