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Dorsey & Whitney Trust’s MSCI MSCI Stock Holding History

Dorsey & Whitney Trust’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
-532
Closed -$302K – 719
2025
Q3 		$302K Buy
532
+15
+3% +$8.48K 0.02% 537
2025
Q2 		$298K Sell
517
-101
-16% -$55.9K 0.02% 533
2025
Q1 		$349K Buy
618
+49
+9% +$28.5K 0.02% 477
2024
Q4 		$341K Buy
569
+120
+27% +$72K 0.02% 482
2024
Q3 		$262K Buy
449
+24
+6% +$13K 0.01% 561
2024
Q2 		$205K Sell
425
-12
-3% -$5.95K 0.01% 593
2024
Q1 		$245K Buy
437
+5
+1% +$2.81K 0.02% 540
2023
Q4 		$244K Buy
432
+7
+2% +$3.61K 0.02% 517
2023
Q3 		$218K Buy
+425
New +$223K 0.02% 521

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
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 $187B AUM 18.48% 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 $14.5B AUM 5.7% 1-Year Est. Return

Dorsey & Whitney Trust's MSCI Position: Q4 2025 in Review

Dorsey & Whitney Trust sold out of MSCI (MSCI) in Q4 2025, closing a stake of 532 shares — an estimated $302K sold.

Dorsey & Whitney Trust first reported a position in MSCI in Q3 2023 and held it in 9 quarters. The position peaked at $349K in Q1 2025. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Dorsey & Whitney Trust reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 532 MSCI shares in Q4 2025, an estimated $302K.
  • Dorsey & Whitney Trust first reported a position in MSCI in Q3 2023 and held it in 9 quarters.
  • Dorsey & Whitney Trust's MSCI position peaked at $349K in Q1 2025.
  • 1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Dorsey & Whitney Trust's 13F filing for Q4 2025, filed 11 Feb 2026.