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New World Advisors’s MSCI MSCI Stock Holding History

New World Advisors’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
-856
Closed -$484K – 83
2025
Q1 		$484K Buy
856
+124
+17% +$72.1K 0.11% 33
2024
Q4 		$439K Sell
732
-14
-2% -$8.4K 0.11% 34
2024
Q3 		$435K Buy
746
+241
+48% +$131K 0.11% 33
2024
Q2 		$243K Buy
+505
New +$251K 0.07% 61

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

New World Advisors's MSCI Position: Q2 2025 in Review

New World Advisors sold out of MSCI (MSCI) in Q2 2025, closing a stake of 856 shares — an estimated $484K sold.

New World Advisors first reported a position in MSCI in Q2 2024 and held it in 4 quarters. The position peaked at $484K in Q1 2025. 1,087 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • New World Advisors reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • New World Advisors sold 856 MSCI shares in Q2 2025, an estimated $484K.
  • New World Advisors first reported a position in MSCI in Q2 2024 and held it in 4 quarters.
  • New World Advisors's MSCI position peaked at $484K in Q1 2025.
  • 1,087 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on New World Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.