GA
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Guerra Advisors’s MSCI MSCI Stock Holding History

Guerra 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
Q3 		$2.27K Buy
+4
New +$2.26K ﹤0.01% 517

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

Guerra Advisors's MSCI Position: Q3 2025 in Review

Guerra Advisors opened a new position in MSCI (MSCI) in Q3 2025: 4 shares worth $2.27K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings.

1,037 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Guerra Advisors held 4 shares of MSCI worth $2.27K as of Q3 2025.
  • MSCI was a new Guerra Advisors position in Q3 2025.
  • MSCI made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #517 holding.
  • 1,037 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.