NCFG
MSCI icon

New Century Financial Group’s MSCI MSCI Stock Holding History

New Century Financial Group’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
Q1 		– Sell
-562
Closed -$338K – 253
2024
Q4 		$338K Sell
562
-120
-18% -$72K 0.14% 190
2024
Q3 		$398K Sell
682
-198
-23% -$107K 0.15% 183
2024
Q2 		$424K Buy
+880
New +$437K 0.18% 151
2024
Q1 		– Sell
-369
Closed -$209K – 193
2023
Q4 		$209K Buy
+369
New +$190K 0.18% 157

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

New Century Financial Group's MSCI Position: Q1 2025 in Review

New Century Financial Group sold out of MSCI (MSCI) in Q1 2025, closing a stake of 562 shares — an estimated $338K sold.

New Century Financial Group first reported a position in MSCI in Q4 2023 and held it in 4 quarters. The position peaked at $424K in Q2 2024. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • New Century Financial Group reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • New Century Financial Group sold 562 MSCI shares in Q1 2025, an estimated $338K.
  • New Century Financial Group first reported a position in MSCI in Q4 2023 and held it in 4 quarters.
  • New Century Financial Group's MSCI position peaked at $424K in Q2 2024.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.