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GC Wealth Management RIA’s MSCI MSCI Stock Holding History

GC Wealth Management RIA’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
-861
Closed -$489K – 731
2025
Q3 		$489K Buy
861
+466
+118% +$263K 0.02% 571
2025
Q2 		$228K Buy
+395
New +$219K 0.02% 493
2025
Q1 		– Sell
-350
Closed -$210K – 321
2024
Q4 		$210K Buy
+350
New +$210K 0.04% 279

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

GC Wealth Management RIA's MSCI Position: Q4 2025 in Review

GC Wealth Management RIA sold out of MSCI (MSCI) in Q4 2025, closing a stake of 861 shares — an estimated $489K sold.

GC Wealth Management RIA first reported a position in MSCI in Q4 2024 and held it in 3 quarters. The position peaked at $489K in Q3 2025. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • GC Wealth Management RIA reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • GC Wealth Management RIA sold 861 MSCI shares in Q4 2025, an estimated $489K.
  • GC Wealth Management RIA first reported a position in MSCI in Q4 2024 and held it in 3 quarters.
  • GC Wealth Management RIA's MSCI position peaked at $489K in Q3 2025.
  • 1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on GC Wealth Management RIA's 13F filing for Q4 2025, filed 30 Jan 2026.