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GeoWealth Management’s MSCI MSCI Stock Holding History

GeoWealth 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
Q3 		– Sell
-274
Closed -$158K – 1049
2025
Q2 		$158K Sell
274
-12
-4% -$6.64K 0.01% 714
2025
Q1 		$162K Sell
286
-417
-59% -$242K 0.01% 704
2024
Q4 		$422K Buy
703
+14
+2% +$8.4K 0.01% 513
2024
Q3 		$402K Sell
689
-99
-13% -$53.7K 0.01% 519
2024
Q2 		$380K Buy
788
+390
+98% +$194K 0.02% 507
2024
Q1 		$223K Buy
+398
New +$224K 0.01% 651
2022
Q2 		– Sell
-132
Closed -$66K – 370
2022
Q1 		$66K Buy
132
+3
+2% +$1.56K 0.01% 334
2021
Q4 		$79K Buy
129
+17
+15% +$10.7K 0.01% 311
2021
Q3 		$68K Buy
+112
New +$68.4K 0.01% 330

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

GeoWealth Management's MSCI Position: Q3 2025 in Review

GeoWealth Management sold out of MSCI (MSCI) in Q3 2025, closing a stake of 274 shares — an estimated $158K sold.

GeoWealth Management first reported a position in MSCI in Q3 2021 and held it in 9 quarters. The position peaked at $422K in Q4 2024. 1,040 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • GeoWealth Management reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 274 MSCI shares in Q3 2025, an estimated $158K.
  • GeoWealth Management first reported a position in MSCI in Q3 2021 and held it in 9 quarters.
  • GeoWealth Management's MSCI position peaked at $422K in Q4 2024.
  • 1,040 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.