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EFG Asset Management (Americas)’s MSCI MSCI Stock Holding History

EFG Asset Management (Americas)’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 		$6.69M Sell
11,788
-587
-5% -$332K 1.15% 22
2025
Q2 		$7.14M Sell
12,375
-2,905
-19% -$1.61M 1.32% 19
2025
Q1 		$8.64M Buy
15,280
+114
+0.8% +$66.3K 1.75% 13
2024
Q4 		$9.1M Buy
15,166
+1,847
+14% +$1.11M 1.77% 10
2024
Q3 		$7.76M Buy
13,319
+1,133
+9% +$614K 1.52% 20
2024
Q2 		$5.87M Buy
12,186
+8,417
+223% +$4.18M 1.15% 30
2024
Q1 		$2.11M Sell
3,769
-1,569
-29% -$882K 0.64% 46
2023
Q4 		$3.02M Buy
5,338
+1,437
+37% +$742K 0.65% 47
2023
Q3 		$2M Buy
3,901
+69
+2% +$36.3K 0.48% 61
2023
Q2 		$1.8M Sell
3,832
-883
-19% -$431K 0.42% 74
2023
Q1 		$2.64M Sell
4,715
-749
-14% -$396K 0.63% 55
2022
Q4 		$2.54M Buy
5,464
+1,539
+39% +$716K 0.63% 50
2022
Q3 		$1.66M Sell
3,925
-988
-20% -$452K 0.42% 68
2022
Q2 		$2.03M Sell
4,913
-59
-1% -$25.7K 0.48% 55
2022
Q1 		$2.5M Sell
4,972
-2,170
-30% -$1.13M 0.46% 58
2021
Q4 		$4.39M Buy
7,142
+24
+0.3% +$15.1K 0.74% 50
2021
Q3 		$4.34M Buy
7,118
+272
+4% +$166K 0.77% 47
2021
Q2 		$3.66M Sell
6,846
-7
-0.1% -$3.34K 0.68% 57
2021
Q1 		$2.88M Sell
6,853
-5,944
-46% -$2.5M 0.59% 63
2020
Q4 		$5.72M Buy
12,797
+244
+2% +$95.7K 1.17% 30
2020
Q3 		$4.48M Sell
12,553
-1,510
-11% -$548K 1.01% 35
2020
Q2 		$4.69M Sell
14,063
-3,849
-21% -$1.24M 1.22% 31
2020
Q1 		$5.18M Buy
17,912
+681
+4% +$193K 1.66% 17
2019
Q4 		$4.45M Buy
17,231
+1,159
+7% +$283K 1.17% 29
2019
Q3 		$3.5M Buy
+16,072
New +$3.72M 1.05% 42

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

EFG Asset Management (Americas)'s MSCI Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its MSCI (MSCI) stake by 4.7% in Q3 2025, selling an estimated $332K and leaving 11,788 shares worth $6.69M. The position accounts for 1.15% of the portfolio, ranked #22.

EFG Asset Management (Americas) first reported a position in MSCI in Q3 2019 and has held it in 25 quarters since. The position peaked at $9.1M in Q4 2024. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • EFG Asset Management (Americas) held 11,788 shares of MSCI worth $6.69M as of Q3 2025.
  • EFG Asset Management (Americas) sold 587 MSCI shares in Q3 2025, an estimated $332K.
  • MSCI made up 1.15% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #22 holding.
  • EFG Asset Management (Americas) first reported a position in MSCI in Q3 2019 and has held it in 25 quarters since.
  • EFG Asset Management (Americas)'s MSCI position peaked at $9.1M in Q4 2024.
  • 1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.