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Kingswood Wealth Advisors’s MSCI MSCI Stock Holding History

Kingswood Wealth 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
Q2 		– Sell
-410
Closed -$232K – 776
2025
Q1 		$232K Sell
410
-16
-4% -$9.3K 0.02% 631
2024
Q4 		$256K Sell
426
-1,440
-77% -$864K 0.02% 662
2024
Q3 		$1.09M Sell
1,866
-165
-8% -$89.5K 0.08% 271
2024
Q2 		$978K Buy
2,031
+152
+8% +$75.4K 0.09% 238
2024
Q1 		$1.05M Buy
1,879
+16
+0.9% +$8.99K 0.12% 193
2023
Q4 		$1.05M Buy
1,863
+49
+3% +$25.3K 0.12% 186
2023
Q3 		$931K Buy
+1,814
New +$953K 0.16% 151

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

Kingswood Wealth Advisors's MSCI Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of MSCI (MSCI) in Q2 2025, closing a stake of 410 shares — an estimated $232K sold.

Kingswood Wealth Advisors first reported a position in MSCI in Q3 2023 and held it in 7 quarters. The position peaked at $1.09M in Q3 2024. 1,088 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 410 MSCI shares in Q2 2025, an estimated $232K.
  • Kingswood Wealth Advisors first reported a position in MSCI in Q3 2023 and held it in 7 quarters.
  • Kingswood Wealth Advisors's MSCI position peaked at $1.09M in Q3 2024.
  • 1,088 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.