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J2 Capital Management’s MSCI MSCI Stock Holding History

J2 Capital Management’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
-456
Closed -$263K – 129
2025
Q2 		$263K Hold
456
– – 0.21% 107
2025
Q1 		$258K Hold
456
– – 0.24% 86
2024
Q4 		$274K Buy
+456
New +$274K 0.26% 95
2023
Q3 		$289K Hold
564
– – 0.37% 80
2023
Q2 		$265K Sell
564
-210
-27% -$102K 0.31% 87
2023
Q1 		$433K Hold
774
– – 0.67% 35
2022
Q4 		$360K Buy
+774
New +$360K 0.62% 42

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

J2 Capital Management's MSCI Position: Q3 2025 in Review

J2 Capital Management sold out of MSCI (MSCI) in Q3 2025, closing a stake of 456 shares — an estimated $263K sold.

J2 Capital Management first reported a position in MSCI in Q4 2022 and held it in 7 quarters. The position peaked at $433K in Q1 2023. 1,040 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • J2 Capital Management reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • J2 Capital Management sold 456 MSCI shares in Q3 2025, an estimated $263K.
  • J2 Capital Management first reported a position in MSCI in Q4 2022 and held it in 7 quarters.
  • J2 Capital Management's MSCI position peaked at $433K in Q1 2023.
  • 1,040 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on J2 Capital Management's 13F filing for Q3 2025, filed 14 Oct 2025.