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Lantz Financial’s MSCI MSCI Stock Holding History

Lantz Financial’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
-368
Closed -$212K – 246
2025
Q2 		$212K Sell
368
-36
-9% -$19.9K 0.05% 226
2025
Q1 		$228K Buy
404
+1
+0.2% +$581 0.06% 198
2024
Q4 		$242K Buy
403
+2
+0.5% +$1.2K 0.06% 196
2024
Q3 		$234K Buy
+401
New +$217K 0.06% 201
2022
Q1 		– Sell
-357
Closed -$219K – 171
2021
Q4 		$219K Buy
357
+9
+3% +$5.64K 0.1% 143
2021
Q3 		$212K Buy
+348
New +$213K 0.11% 139

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 $3.37T AUM 44.26% 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

Lantz Financial's MSCI Position: Q3 2025 in Review

Lantz Financial sold out of MSCI (MSCI) in Q3 2025, closing a stake of 368 shares — an estimated $212K sold.

Lantz Financial first reported a position in MSCI in Q3 2021 and held it in 6 quarters. The position peaked at $242K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Lantz Financial reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Lantz Financial sold 368 MSCI shares in Q3 2025, an estimated $212K.
  • Lantz Financial first reported a position in MSCI in Q3 2021 and held it in 6 quarters.
  • Lantz Financial's MSCI position peaked at $242K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Lantz Financial's 13F filing for Q3 2025, filed 6 Nov 2025.