Flagship Wealth Advisors’s MSCI MSCI Stock Holding History

Flagship Wealth Advisors’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	-14	Closed	-$7.92K	–	380
2025 Q1	$7.92K	Hold	14	–	–	﹤0.01%	311
2024 Q4	$8.4K	Buy	+14	New	+$8.4K	﹤0.01%	296

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

Flagship Wealth Advisors's MSCI Position: Q2 2025 in Review

Flagship Wealth Advisors sold out of MSCI (MSCI) in Q2 2025, closing a stake of 14 shares — an estimated $7.92K sold.

Flagship Wealth Advisors first reported a position in MSCI in Q4 2024 and held it in 2 quarters. The position peaked at $8.4K in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

Flagship Wealth Advisors reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
Flagship Wealth Advisors sold 14 MSCI shares in Q2 2025, an estimated $7.92K.
Flagship Wealth Advisors first reported a position in MSCI in Q4 2024 and held it in 2 quarters.
Flagship Wealth Advisors's MSCI position peaked at $8.4K in Q4 2024.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Flagship Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.