MFG
MSCI icon

Menard Financial Group’s MSCI MSCI Stock Holding History

Menard Financial 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
Q1 		– Sell
-44
Closed -$26.4K – 231
2024
Q4 		$26.4K Buy
+44
New +$26.4K 0.02% 203
2024
Q2 		– Sell
-1,128
Closed -$632K – 112
2024
Q1 		$632K Buy
1,128
+299
+36% +$168K 0.53% 42
2023
Q4 		$469K Buy
829
+69
+9% +$35.6K 0.58% 44
2023
Q3 		$390K Buy
+760
New +$399K 0.56% 45
2022
Q4 		– Sell
-865
Closed -$365K – 89
2022
Q3 		$365K Buy
865
+11
+1% +$5.04K 0.66% 43
2022
Q2 		$352K Sell
854
-349
-29% -$152K 0.58% 57
2022
Q1 		$605K Buy
1,203
+3
+0.3% +$1.56K 0.6% 47
2021
Q4 		$735K Sell
1,200
-155
-11% -$97.2K 0.6% 38
2021
Q3 		$824K Buy
1,355
+8
+0.6% +$4.89K 0.72% 29
2021
Q2 		$718K Buy
1,347
+295
+28% +$141K 0.68% 37
2021
Q1 		$441K Buy
1,052
+54
+5% +$22.7K 0.47% 56
2020
Q4 		$446K Buy
998
+311
+45% +$122K 0.48% 53
2020
Q3 		$245K Buy
+687
New +$249K 0.28% 116

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
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

Menard Financial Group's MSCI Position: Q1 2025 in Review

Menard Financial Group sold out of MSCI (MSCI) in Q1 2025, closing a stake of 44 shares — an estimated $26.4K sold.

Menard Financial Group first reported a position in MSCI in Q3 2020 and held it in 13 quarters. The position peaked at $824K in Q3 2021. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Menard Financial Group reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Menard Financial Group sold 44 MSCI shares in Q1 2025, an estimated $26.4K.
  • Menard Financial Group first reported a position in MSCI in Q3 2020 and held it in 13 quarters.
  • Menard Financial Group's MSCI position peaked at $824K in Q3 2021.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

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