KMWM
MSCI icon

Keudell/Morrison Wealth Management’s MSCI MSCI Stock Holding History

Keudell/Morrison 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
Q2 		$201K Buy
+348
New +$193K 0.04% 222
2025
Q1 		– Sell
-349
Closed -$209K – 229
2024
Q4 		$209K Hold
349
– – 0.05% 204
2024
Q3 		$203K Buy
+349
New +$189K 0.06% 212
2020
Q3 		– Sell
-629
Closed -$210K – 153
2020
Q2 		$210K Buy
+629
New +$203K 0.17% 130

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Keudell/Morrison Wealth Management's MSCI Position: Q2 2025 in Review

Keudell/Morrison Wealth Management opened a new position in MSCI (MSCI) in Q2 2025: 348 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #222 among its holdings. This is a return to the name: Keudell/Morrison Wealth Management previously reported a position in MSCI as recently as Q4 2024.

Keudell/Morrison Wealth Management first reported a position in MSCI in Q2 2020 and has held it in 4 quarters since. The position peaked at $210K in Q2 2020. 1,088 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Keudell/Morrison Wealth Management held 348 shares of MSCI worth $201K as of Q2 2025.
  • MSCI was a new Keudell/Morrison Wealth Management position in Q2 2025.
  • MSCI made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2025, its #222 holding.
  • Keudell/Morrison Wealth Management first reported a position in MSCI in Q2 2020 and has held it in 4 quarters since.
  • Keudell/Morrison Wealth Management's MSCI position peaked at $210K in Q2 2020.
  • 1,088 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.