JTWM
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Jackson Thornton Wealth Management’s MSCI MSCI Stock Holding History

Jackson Thornton Wealth 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
Q4 		– Sell
-560
Closed -$317K – 330
2025
Q3 		$317K Buy
+560
New +$317K 0.03% 174

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 $204B AUM 27.99% 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 $11.6B AUM 8.03% 1-Year Est. Return

Jackson Thornton Wealth Management's MSCI Position: Q4 2025 in Review

Jackson Thornton Wealth Management sold out of MSCI (MSCI) in Q4 2025, closing a stake of 560 shares — an estimated $317K sold.

Jackson Thornton Wealth Management first reported a position in MSCI in Q3 2025 and held it in 1 quarter. The position peaked at $317K in Q3 2025. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Jackson Thornton Wealth Management reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 560 MSCI shares in Q4 2025, an estimated $317K.
  • Jackson Thornton Wealth Management first reported a position in MSCI in Q3 2025 and held it in 1 quarter.
  • Jackson Thornton Wealth Management's MSCI position peaked at $317K in Q3 2025.
  • 1,077 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Jackson Thornton Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.