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GPS Wealth Strategies Group’s MSCI MSCI Stock Holding History

GPS Wealth Strategies Group’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
-31
Closed -$17.4K – 1197
2025
Q3 		$17.4K Hold
31
– – ﹤0.01% 938
2025
Q2 		$17.6K Hold
31
– – ﹤0.01% 882
2025
Q1 		$17.3K Hold
31
– – ﹤0.01% 861
2024
Q4 		$18.4K Hold
31
– – ﹤0.01% 812
2024
Q3 		$17.8K Hold
31
– – ﹤0.01% 823
2024
Q2 		$14.7K Hold
31
– – ﹤0.01% 826
2024
Q1 		$17.1K Hold
31
– – ﹤0.01% 752
2023
Q4 		$17.3K Hold
31
– – ﹤0.01% 722
2023
Q3 		$15.7K Hold
31
– – ﹤0.01% 738
2023
Q2 		$14.4K Hold
31
– – ﹤0.01% 764
2023
Q1 		$17.1K Buy
+31
New +$16.4K ﹤0.01% 723
2022
Q4 		– Sell
-31
Closed -$13K – 724
2022
Q3 		$13K Hold
31
– – ﹤0.01% 713
2022
Q2 		$13K Hold
31
– – ﹤0.01% 715
2022
Q1 		$15K Hold
31
– – ﹤0.01% 648
2021
Q4 		$19K Hold
31
– – ﹤0.01% 602
2021
Q3 		$19K Hold
31
– – ﹤0.01% 575
2021
Q2 		$16K Buy
+31
New +$14.8K ﹤0.01% 646

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

GPS Wealth Strategies Group's MSCI Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of MSCI (MSCI) in Q4 2025, closing a stake of 31 shares — an estimated $17.4K sold.

GPS Wealth Strategies Group first reported a position in MSCI in Q2 2021 and held it in 17 quarters. The position peaked at $19K in Q4 2021. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 31 MSCI shares in Q4 2025, an estimated $17.4K.
  • GPS Wealth Strategies Group first reported a position in MSCI in Q2 2021 and held it in 17 quarters.
  • GPS Wealth Strategies Group's MSCI position peaked at $19K in Q4 2021.
  • 1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.