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Keystone Investors’s MSCI MSCI Stock Holding History

Keystone Investors’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 		– Sell
-741
Closed -$419K – 63
2025
Q1 		$419K Sell
741
-1,168
-61% -$679K 0.06% 45
2024
Q4 		$1.15M Sell
1,909
-4,303
-69% -$2.58M 0.08% 61
2024
Q3 		$3.62M Buy
6,212
+1,597
+35% +$866K 0.26% 31
2024
Q2 		$2.22M Buy
4,615
+1,035
+29% +$514K 0.19% 39
2024
Q1 		$2.01M Buy
+3,580
New +$2.01M 0.17% 46
2023
Q3 		– Sell
-2,100
Closed -$986K – 45
2023
Q2 		$986K Buy
+2,100
New +$1.02M 0.17% 32

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

Keystone Investors's MSCI Position: Q2 2025 in Review

Keystone Investors sold out of MSCI (MSCI) in Q2 2025, closing a stake of 741 shares — an estimated $419K sold.

Keystone Investors first reported a position in MSCI in Q2 2023 and held it in 6 quarters. The position peaked at $3.62M in Q3 2024. 1,088 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Keystone Investors reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Keystone Investors sold 741 MSCI shares in Q2 2025, an estimated $419K.
  • Keystone Investors first reported a position in MSCI in Q2 2023 and held it in 6 quarters.
  • Keystone Investors's MSCI position peaked at $3.62M in Q3 2024.
  • 1,088 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Keystone Investors's 13F filing for Q2 2025, filed 11 Aug 2025.