Moisand Fitzgerald Tamayo’s MSCI MSCI Stock Holding History

Moisand Fitzgerald Tamayo’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	-4	Closed	-$2.27K	–	555
2025 Q3	$2.27K	Hold	4	–	–	﹤0.01%	499
2025 Q2	$2.31K	Hold	4	–	–	﹤0.01%	494
2025 Q1	$2.26K	Hold	4	–	–	﹤0.01%	495
2024 Q4	$2.4K	Hold	4	–	–	﹤0.01%	508
2024 Q3	$2.33K	Hold	4	–	–	﹤0.01%	516
2024 Q2	$1.93K	Hold	4	–	–	﹤0.01%	505
2024 Q1	$2.24K	Hold	4	–	–	﹤0.01%	479
2023 Q4	$2.26K	Sell	4 -3	-43%	-$1.55K	﹤0.01%	524
2023 Q3	$3.59K	Hold	7	–	–	﹤0.01%	475
2023 Q2	$3.29K	Sell	7 -2	-22%	-$976	﹤0.01%	460
2023 Q1	$5.04K	Buy	9 +2	+29%	+$1.06K	﹤0.01%	421
2022 Q4	$3.26K	Buy	7 +4	+133%	+$1.86K	﹤0.01%	462
2022 Q3	$1K	Buy	+3	New	+$1.37K	﹤0.01%	623

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Moisand Fitzgerald Tamayo's MSCI Position: Q4 2025 in Review

Moisand Fitzgerald Tamayo sold out of MSCI (MSCI) in Q4 2025, closing a stake of 4 shares — an estimated $2.27K sold.

Moisand Fitzgerald Tamayo first reported a position in MSCI in Q3 2022 and held it in 13 quarters. The position peaked at $5.04K in Q1 2023. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

Moisand Fitzgerald Tamayo reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 4 MSCI shares in Q4 2025, an estimated $2.27K.
Moisand Fitzgerald Tamayo first reported a position in MSCI in Q3 2022 and held it in 13 quarters.
Moisand Fitzgerald Tamayo's MSCI position peaked at $5.04K in Q1 2023.
1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2025, filed 14 Jan 2026.