Ethos Financial Group’s MSCI MSCI Stock Holding History

Ethos Financial Group’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 Q2	–	Sell	-755	Closed	-$453K	–	506
2025 Q1	$453K	Hold	755	–	–	0.04%	244
2024 Q4	$453K	Buy	+755	New	+$453K	0.06%	169

Other funds holding MSCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Ethos Financial Group's MSCI Position: Q2 2025 in Review

Ethos Financial Group sold out of MSCI (MSCI) in Q2 2025, closing a stake of 755 shares — an estimated $453K sold.

Ethos Financial Group first reported a position in MSCI in Q4 2024 and held it in 2 quarters. The position peaked at $453K in Q1 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

Ethos Financial Group reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
Ethos Financial Group sold 755 MSCI shares in Q2 2025, an estimated $453K.
Ethos Financial Group first reported a position in MSCI in Q4 2024 and held it in 2 quarters.
Ethos Financial Group's MSCI position peaked at $453K in Q1 2025.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Ethos Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.