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Gries Financial’s MSCI MSCI Stock Holding History

Gries Financial’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 		$847K Sell
1,493
-12
-0.8% -$6.78K 0.13% 143
2025
Q2 		$868K Buy
1,505
+20
+1% +$11.1K 0.16% 130
2025
Q1 		$840K Buy
1,485
+208
+16% +$121K 0.16% 126
2024
Q4 		$766K Buy
1,277
+5
+0.4% +$3K 0.14% 143
2024
Q3 		$741K Buy
+1,272
New +$690K 0.14% 143
2024
Q2 		– Sell
-1,358
Closed -$761K – 272
2024
Q1 		$761K Buy
+1,358
New +$763K 0.13% 140

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Gries Financial's MSCI Position: Q3 2025 in Review

Gries Financial reduced its MSCI (MSCI) stake by 0.8% in Q3 2025, selling an estimated $6.78K and leaving 1,493 shares worth $847K. The position accounts for 0.13% of the portfolio, ranked #143.

Gries Financial first reported a position in MSCI in Q1 2024 and has held it in 6 quarters since. The position peaked at $868K in Q2 2025. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Gries Financial held 1,493 shares of MSCI worth $847K as of Q3 2025.
  • Gries Financial sold 12 MSCI shares in Q3 2025, an estimated $6.78K.
  • MSCI made up 0.13% of Gries Financial's portfolio in Q3 2025, its #143 holding.
  • Gries Financial first reported a position in MSCI in Q1 2024 and has held it in 6 quarters since.
  • Gries Financial's MSCI position peaked at $868K in Q2 2025.
  • 1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.