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DSG Capital Advisors’s MSCI MSCI Stock Holding History

DSG Capital Advisors’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
-576
Closed -$327K – 128
2025
Q3 		$327K Hold
576
– – 0.05% 107
2025
Q2 		$332K Hold
576
– – 0.06% 104
2025
Q1 		$326K Hold
576
– – 0.07% 104
2024
Q4 		$346K Buy
+576
New +$346K 0.06% 99

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 $3.38T AUM 44.17% 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

DSG Capital Advisors's MSCI Position: Q4 2025 in Review

DSG Capital Advisors sold out of MSCI (MSCI) in Q4 2025, closing a stake of 576 shares — an estimated $327K sold.

DSG Capital Advisors first reported a position in MSCI in Q4 2024 and held it in 4 quarters. The position peaked at $346K in Q4 2024. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • DSG Capital Advisors reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • DSG Capital Advisors sold 576 MSCI shares in Q4 2025, an estimated $327K.
  • DSG Capital Advisors first reported a position in MSCI in Q4 2024 and held it in 4 quarters.
  • DSG Capital Advisors's MSCI position peaked at $346K in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on DSG Capital Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.