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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
-1
Closed -$434 – 1664
2024
Q1 		$434 Sell
1
-1
-50% -$562 ﹤0.01% 839
2023
Q4 		$1.28K Buy
+2
New +$1.03K ﹤0.01% 768
2021
Q3 		$608K Hold
16
– – 0.29% 67
2021
Q2 		$533K Buy
+16
New +$7.63K 0.19% 78
2020
Q4 		$7K Buy
+15
New +$5.88K 0.01% 208
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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 13 quarters. The position peaked at $608K in Q3 2021. 1,081 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 13 quarters.
  • Financial Gravity Asset Management's MSCI position peaked at $608K in Q3 2021.
  • 1,081 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.