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EPG Wealth Management’s MSCI MSCI Stock Holding History

EPG Wealth Management’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
2024
Q4 		– Sell
-1,632
Closed -$951K – 436
2024
Q3 		$951K Buy
+1,632
New +$885K 0.24% 116
2024
Q2 		– Sell
-1,495
Closed -$742K – 131
2024
Q1 		$838K Buy
1,495
+22
+1% +$12.4K 0.21% 129
2023
Q4 		$848K Buy
+1,473
New +$760K 0.22% 119
2020
Q2 		– Sell
-15
Closed -$4K – 538
2020
Q1 		$4K Hold
15
– – ﹤0.01% 630
2019
Q4 		$4K Buy
+15
New +$3.66K ﹤0.01% 548

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

EPG Wealth Management's MSCI Position: Q4 2024 in Review

EPG Wealth Management sold out of MSCI (MSCI) in Q4 2024, closing a stake of 1,632 shares — an estimated $951K sold.

EPG Wealth Management first reported a position in MSCI in Q4 2019 and held it in 5 quarters. The position peaked at $951K in Q3 2024. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q4 2024.

  • EPG Wealth Management reported no remaining MSCI position as of Q4 2024 after selling out during the quarter.
  • EPG Wealth Management sold 1,632 MSCI shares in Q4 2024, an estimated $951K.
  • EPG Wealth Management first reported a position in MSCI in Q4 2019 and held it in 5 quarters.
  • EPG Wealth Management's MSCI position peaked at $951K in Q3 2024.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q4 2024.

Based on EPG Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.