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MJP Associates’s MSCI MSCI Stock Holding History

MJP Associates’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
Q2 		– Sell
-737
Closed -$417K – 241
2025
Q1 		$417K Sell
737
-192
-21% -$112K 0.08% 133
2024
Q4 		$557K Buy
929
+35
+4% +$21K 0.1% 87
2024
Q3 		$521K Sell
894
-85
-9% -$46.1K 0.1% 100
2024
Q2 		$472K Buy
979
+78
+9% +$38.7K 0.1% 114
2024
Q1 		$505K Buy
901
+165
+22% +$92.8K 0.11% 103
2023
Q4 		$416K Buy
736
+158
+27% +$81.6K 0.11% 88
2023
Q3 		$296K Buy
578
+142
+33% +$74.6K 0.09% 103
2023
Q2 		$205K Buy
+436
New +$213K 0.07% 151
2022
Q2 		– Sell
-417
Closed -$210K – 150
2022
Q1 		$210K Sell
417
-1
-0.2% -$519 0.05% 149
2021
Q4 		$249K Buy
418
+79
+23% +$49.5K 0.07% 130
2021
Q3 		$206K Buy
+339
New +$207K 0.07% 133

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

MJP Associates's MSCI Position: Q2 2025 in Review

MJP Associates sold out of MSCI (MSCI) in Q2 2025, closing a stake of 737 shares — an estimated $417K sold.

MJP Associates first reported a position in MSCI in Q3 2021 and held it in 11 quarters. The position peaked at $557K in Q4 2024. 1,088 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • MJP Associates reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • MJP Associates sold 737 MSCI shares in Q2 2025, an estimated $417K.
  • MJP Associates first reported a position in MSCI in Q3 2021 and held it in 11 quarters.
  • MJP Associates's MSCI position peaked at $557K in Q4 2024.
  • 1,088 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on MJP Associates's 13F filing for Q2 2025, filed 8 Aug 2025.