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LGT Financial Advisors’s MSCI MSCI Stock Holding History

LGT Financial 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
Q1 		– Sell
-25
Closed -$15K – 575
2024
Q4 		$15K Hold
25
– – 0.03% 369
2024
Q3 		$14.6K Hold
25
– – 0.04% 346
2024
Q2 		$12K Hold
25
– – 0.03% 426
2024
Q1 		$14K Hold
25
– – 0.02% 436
2023
Q4 		$14.1K Hold
25
– – 0.02% 413
2023
Q3 		$12.8K Buy
+25
New +$13.1K 0.02% 433

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LGT Financial Advisors's MSCI Position: Q1 2025 in Review

LGT Financial Advisors sold out of MSCI (MSCI) in Q1 2025, closing a stake of 25 shares — an estimated $15K sold.

LGT Financial Advisors first reported a position in MSCI in Q3 2023 and held it in 6 quarters. The position peaked at $15K in Q4 2024. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • LGT Financial Advisors reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 25 MSCI shares in Q1 2025, an estimated $15K.
  • LGT Financial Advisors first reported a position in MSCI in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's MSCI position peaked at $15K in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.