D.B. Root & Company’s MSCI MSCI Stock Holding History

D.B. Root & Company’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	-428	Closed	-$257K	–	196
2024 Q4	$257K	Buy	428 +1	+0.2%	+$600	0.08%	150
2024 Q3	$249K	Sell	427 -377	-47%	-$204K	0.08%	158
2024 Q2	$387K	Buy	+804	New	+$399K	0.13%	131

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

D.B. Root & Company's MSCI Position: Q1 2025 in Review

D.B. Root & Company sold out of MSCI (MSCI) in Q1 2025, closing a stake of 428 shares — an estimated $257K sold.

D.B. Root & Company first reported a position in MSCI in Q2 2024 and held it in 3 quarters. The position peaked at $387K in Q2 2024. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

D.B. Root & Company reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
D.B. Root & Company sold 428 MSCI shares in Q1 2025, an estimated $257K.
D.B. Root & Company first reported a position in MSCI in Q2 2024 and held it in 3 quarters.
D.B. Root & Company's MSCI position peaked at $387K in Q2 2024.
1,082 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on D.B. Root & Company's 13F filing for Q1 2025, filed 14 May 2025.