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Marshall & Sterling Wealth Advisors’s MSCI MSCI Stock Holding History

Marshall & Sterling 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
Q4 		– Sell
-21
Closed -$11.9K – 521
2025
Q3 		$11.9K Hold
21
– – 0.01% 318
2025
Q2 		$12.1K Buy
21
+7
+50% +$3.87K 0.01% 301
2025
Q1 		$7.92K Buy
+14
New +$8.14K 0.01% 368

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's MSCI Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of MSCI (MSCI) in Q4 2025, closing a stake of 21 shares — an estimated $11.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in MSCI in Q1 2025 and held it in 3 quarters. The position peaked at $12.1K in Q2 2025. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 21 MSCI shares in Q4 2025, an estimated $11.9K.
  • Marshall & Sterling Wealth Advisors first reported a position in MSCI in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's MSCI position peaked at $12.1K in Q2 2025.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.