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Financial Gravity Asset Management’s MSCI MSCI Stock Holding History

Financial Gravity Asset 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
2025
Q4 		– Sell
-10
Closed -$5.71K – 868
2025
Q3 		$5.71K Buy
+10
New +$5.65K ﹤0.01% 660
2024
Q2 		– Sell
-16
Closed -$9.23K – 2059
2024
Q1 		$9.23K Buy
16
+12
+300% +$6.75K ﹤0.01% 739
2023
Q4 		$2.44K Buy
4
+2
+100% +$1.03K ﹤0.01% 953
2023
Q3 		$1.16K Sell
2
-467
-100% -$245K ﹤0.01% 747
2023
Q2 		$17.3K Sell
469
-91
-16% -$44.4K 0.05% 166
2023
Q1 		$5.73K Buy
560
+95
+20% +$50.3K 0.18% 133
2022
Q4 		$17K Sell
465
-8,397
-95% -$3.91M 0.09% 128
2022
Q3 		$5.95K Sell
8,862
-614
-6% -$281K 0.2% 85
2022
Q2 		$5.99K Sell
9,476
-2,596
-22% -$1.13M 0.19% 107
2022
Q1 		$14.2K Sell
12,072
-5,092
-30% -$2.64M 0.4% 60
2021
Q4 		$9.59K Buy
17,164
+17,148
+107,175% +$10.8M 0.22% 127
2021
Q3 		$608K Hold
16
– – 0.29% 67
2021
Q2 		$533K Sell
16
-2
-11% -$953 0.19% 78
2021
Q1 		$7.43K Buy
18
+3
+20% +$1.26K 0.15% 121
2020
Q4 		$7K Buy
+15
New +$5.88K 0.01% 208
2020
Q2 		– Sell
-145
Closed -$41.9K – 551
2020
Q1 		$41.9K Sell
145
-102
-41% -$28.9K 0.13% 74
2019
Q4 		$258K Sell
247
-108
-30% -$26.3K 0.18% 72
2019
Q3 		$77K Sell
355
-76
-18% -$17.6K 0.07% 244
2019
Q2 		$103K Sell
431
-80
-16% -$17.9K 0.08% 226
2019
Q1 		$103K Buy
+511
New +$88.9K 0.08% 204
2018
Q3 		$86K Buy
601
+138
+30% +$24K 0.09% 230
2018
Q2 		$80K Sell
463
-1
-0.2% -$158 0.08% 244
2018
Q1 		$70K Buy
+464
New +$66.5K 0.07% 243

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

Financial Gravity Asset Management's MSCI Position: Q4 2025 in Review

Financial Gravity Asset Management sold out of MSCI (MSCI) in Q4 2025, closing a stake of 10 shares — an estimated $5.71K sold.

Financial Gravity Asset Management first reported a position in MSCI in Q1 2018 and held it in 23 quarters. The position peaked at $608K in Q3 2021. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Financial Gravity Asset Management reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Financial Gravity Asset Management sold 10 MSCI shares in Q4 2025, an estimated $5.71K.
  • Financial Gravity Asset Management first reported a position in MSCI in Q1 2018 and held it in 23 quarters.
  • Financial Gravity Asset Management's MSCI position peaked at $608K in Q3 2021.
  • 1,077 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Financial Gravity Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.