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Flaharty Asset Management’s MSCI MSCI Stock Holding History

Flaharty 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
Q2 		– Sell
-13
Closed -$7.38K – 346
2025
Q1 		$7.38K Buy
+13
New +$7.56K ﹤0.01% 352
2024
Q4 		– Sell
-13
Closed -$7.6K – 306
2024
Q3 		$7.6K Buy
+13
New +$7.05K ﹤0.01% 339
2023
Q4 		– Sell
-11
Closed -$5.65K – 319
2023
Q3 		$5.65K Buy
+11
New +$5.78K ﹤0.01% 361

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 $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Flaharty Asset Management's MSCI Position: Q2 2025 in Review

Flaharty Asset Management sold out of MSCI (MSCI) in Q2 2025, closing a stake of 13 shares — an estimated $7.38K sold.

Flaharty Asset Management first reported a position in MSCI in Q3 2023 and held it in 3 quarters. The position peaked at $7.6K in Q3 2024. 1,088 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Flaharty Asset Management reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Flaharty Asset Management sold 13 MSCI shares in Q2 2025, an estimated $7.38K.
  • Flaharty Asset Management first reported a position in MSCI in Q3 2023 and held it in 3 quarters.
  • Flaharty Asset Management's MSCI position peaked at $7.6K in Q3 2024.
  • 1,088 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.