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Glen Eagle Advisors’s MSCI MSCI Stock Holding History

Glen Eagle 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
Q1 		– Sell
-9
Closed -$5.4K – 1103
2024
Q4 		$5.4K Hold
9
– – ﹤0.01% 737
2024
Q3 		$5.25K Hold
9
– – ﹤0.01% 753
2024
Q2 		$4.34K Buy
+9
New +$4.47K ﹤0.01% 771
2020
Q2 		– Sell
-1
Closed -$289 – 930
2020
Q1 		$289 Hold
1
– – ﹤0.01% 811
2019
Q4 		$258 Hold
1
– – ﹤0.01% 887
2019
Q3 		$218 Hold
1
– – ﹤0.01% 810
2019
Q2 		$239 Buy
+1
New +$224 ﹤0.01% 782

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Glen Eagle Advisors's MSCI Position: Q1 2025 in Review

Glen Eagle Advisors sold out of MSCI (MSCI) in Q1 2025, closing a stake of 9 shares — an estimated $5.4K sold.

Glen Eagle Advisors first reported a position in MSCI in Q2 2019 and held it in 7 quarters. The position peaked at $5.4K in Q4 2024. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Glen Eagle Advisors reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Glen Eagle Advisors sold 9 MSCI shares in Q1 2025, an estimated $5.4K.
  • Glen Eagle Advisors first reported a position in MSCI in Q2 2019 and held it in 7 quarters.
  • Glen Eagle Advisors's MSCI position peaked at $5.4K in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Glen Eagle Advisors's 13F filing for Q1 2025, filed 15 May 2025.