MAG
MSCI icon

M3 Advisory Group’s MSCI MSCI Stock Holding History

M3 Advisory Group’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
Q4 		– Sell
-372
Closed -$211K – 153
2025
Q3 		$211K Sell
372
-17
-4% -$9.61K 0.13% 143
2025
Q2 		$224K Sell
389
-12
-3% -$6.64K 0.16% 126
2025
Q1 		$227K Buy
401
+22
+6% +$12.8K 0.18% 118
2024
Q4 		$228K Buy
379
+1
+0.3% +$600 0.16% 127
2024
Q3 		$220K Buy
+378
New +$205K 0.16% 135
2024
Q2 		– Sell
-416
Closed -$233K – 142
2024
Q1 		$233K Buy
+416
New +$234K 0.21% 109

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

M3 Advisory Group's MSCI Position: Q4 2025 in Review

M3 Advisory Group sold out of MSCI (MSCI) in Q4 2025, closing a stake of 372 shares — an estimated $211K sold.

M3 Advisory Group first reported a position in MSCI in Q1 2024 and held it in 6 quarters. The position peaked at $233K in Q1 2024. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • M3 Advisory Group reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • M3 Advisory Group sold 372 MSCI shares in Q4 2025, an estimated $211K.
  • M3 Advisory Group first reported a position in MSCI in Q1 2024 and held it in 6 quarters.
  • M3 Advisory Group's MSCI position peaked at $233K in Q1 2024.
  • 1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on M3 Advisory Group's 13F filing for Q4 2025, filed 16 Jan 2026.