Ground Swell Capital’s MSCI MSCI Stock Holding History

Ground Swell Capital’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	-670	Closed	-$386K	–	199
2025 Q2	$386K	Buy	+670	New	+$371K	0.61%	19

Other funds holding MSCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Ground Swell Capital's MSCI Position: Q3 2025 in Review

Ground Swell Capital sold out of MSCI (MSCI) in Q3 2025, closing a stake of 670 shares — an estimated $386K sold.

Ground Swell Capital first reported a position in MSCI in Q2 2025 and held it in 1 quarter. The position peaked at $386K in Q2 2025. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

Ground Swell Capital reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
Ground Swell Capital sold 670 MSCI shares in Q3 2025, an estimated $386K.
Ground Swell Capital first reported a position in MSCI in Q2 2025 and held it in 1 quarter.
Ground Swell Capital's MSCI position peaked at $386K in Q2 2025.
1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Ground Swell Capital's 13F filing for Q3 2025, filed 6 Nov 2025.