Motley Fool Wealth Management’s MSCI MSCI Stock Holding History

Motley Fool 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 Q2	–	Sell	-13,022	Closed	-$7.36M	–	134
2025 Q1	$7.36M	Sell	13,022 -1,188	-8%	-$691K	0.44%	77
2024 Q4	$8.46M	Sell	14,210 -480	-3%	-$288K	0.44%	77
2024 Q3	$8.56M	Sell	14,690 -229	-2%	-$124K	0.43%	83
2024 Q2	$7.23M	Buy	14,919 +172	+1%	+$85.3K	0.37%	87
2024 Q1	$8.27M	Sell	14,747 -3	-0%	-$1.69K	0.43%	76
2023 Q4	$8.31M	Sell	14,750 -608	-4%	-$314K	0.44%	75
2023 Q3	$7.88M	Buy	15,358 +560	+4%	+$294K	0.46%	71
2023 Q2	$6.94M	Buy	+14,798	New	+$7.22M	0.41%	77

Other funds holding MSCI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Motley Fool Wealth Management's MSCI Position: Q2 2025 in Review

Motley Fool Wealth Management sold out of MSCI (MSCI) in Q2 2025, closing a stake of 13,022 shares — an estimated $7.36M sold.

Motley Fool Wealth Management first reported a position in MSCI in Q2 2023 and held it in 8 quarters. The position peaked at $8.56M in Q3 2024. 1,087 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

Motley Fool Wealth Management reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
Motley Fool Wealth Management sold 13,022 MSCI shares in Q2 2025, an estimated $7.36M.
Motley Fool Wealth Management first reported a position in MSCI in Q2 2023 and held it in 8 quarters.
Motley Fool Wealth Management's MSCI position peaked at $8.56M in Q3 2024.
1,087 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Motley Fool Wealth Management's 13F filing for Q2 2025, filed 1 Aug 2025.