MPWM Advisory Solutions’s MSCI MSCI Stock Holding History

MPWM Advisory Solutions’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	-1	Closed	-$566	–	676
2025 Q1	$566	Hold	1	–	–	﹤0.01%	624
2024 Q4	$600	Buy	+1	New	+$600	﹤0.01%	639

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

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

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

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

MPWM Advisory Solutions's MSCI Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of MSCI (MSCI) in Q2 2025, closing a stake of 1 share — an estimated $566 sold.

MPWM Advisory Solutions first reported a position in MSCI in Q4 2024 and held it in 2 quarters. The position peaked at $600 in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

MPWM Advisory Solutions reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 1 MSCI share in Q2 2025, an estimated $566.
MPWM Advisory Solutions first reported a position in MSCI in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's MSCI position peaked at $600 in Q4 2024.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.