MWM
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Modera Wealth Management’s MSCI MSCI Stock Holding History

Modera Wealth Management’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
Q3 		– Sell
-8,635
Closed -$4.98M – 662
2025
Q2 		$4.98M Buy
8,635
+11
+0.1% +$6.09K 0.06% 183
2025
Q1 		$4.88M Sell
8,624
-61
-0.7% -$35.5K 0.07% 182
2024
Q4 		$5.21M Sell
8,685
-3,289
-27% -$1.97M 0.06% 178
2024
Q3 		$6.98M Sell
11,974
-19
-0.2% -$10.3K 0.09% 139
2024
Q2 		$5.78M Sell
11,993
-15
-0.1% -$7.44K 0.09% 142
2024
Q1 		$6.73M Buy
12,008
+13
+0.1% +$7.31K 0.1% 131
2023
Q4 		$6.78M Sell
11,995
-9,995
-45% -$5.16M 0.11% 125
2023
Q3 		$11.3M Buy
21,990
+27
+0.1% +$14.2K 0.21% 94
2023
Q2 		$10.3M Buy
+21,963
New +$10.7M 0.19% 100

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

Modera Wealth Management's MSCI Position: Q3 2025 in Review

Modera Wealth Management sold out of MSCI (MSCI) in Q3 2025, closing a stake of 8,635 shares — an estimated $4.98M sold.

Modera Wealth Management first reported a position in MSCI in Q2 2023 and held it in 9 quarters. The position peaked at $11.3M in Q3 2023. 1,039 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Modera Wealth Management reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Modera Wealth Management sold 8,635 MSCI shares in Q3 2025, an estimated $4.98M.
  • Modera Wealth Management first reported a position in MSCI in Q2 2023 and held it in 9 quarters.
  • Modera Wealth Management's MSCI position peaked at $11.3M in Q3 2023.
  • 1,039 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.