GoalVest Advisory’s MSCI MSCI Stock Holding History

GoalVest Advisory’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	-1	Closed	-$566	–	476
2025 Q1	$566	Buy	+1	New	+$581	﹤0.01%	359
2024 Q2	–	Sell	-2	Closed	-$1.12K	–	376
2024 Q1	$1.12K	Buy	+2	New	+$1.12K	﹤0.01%	383

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

GoalVest Advisory's MSCI Position: Q2 2025 in Review

GoalVest Advisory sold out of MSCI (MSCI) in Q2 2025, closing a stake of 1 share — an estimated $566 sold.

GoalVest Advisory first reported a position in MSCI in Q1 2024 and held it in 2 quarters. The position peaked at $1.12K in Q1 2024. 1,088 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

GoalVest Advisory reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 1 MSCI share in Q2 2025, an estimated $566.
GoalVest Advisory first reported a position in MSCI in Q1 2024 and held it in 2 quarters.
GoalVest Advisory's MSCI position peaked at $1.12K in Q1 2024.
1,088 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.