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NewSquare Capital’s MSCI MSCI Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-34
Closed -$19.6K – 830
2025
Q2 		$19.6K Buy
34
+2
+6% +$1.11K ﹤0.01% 483
2025
Q1 		$18.1K Buy
32
+27
+540% +$15.7K ﹤0.01% 383
2024
Q4 		$3K Buy
+5
New +$3K ﹤0.01% 451
2023
Q2 		– Sell
-20
Closed -$11.2K – 910
2023
Q1 		$11.2K Buy
+20
New +$10.6K ﹤0.01% 342
2020
Q4 		– Sell
-1,030
Closed -$367K – 360
2020
Q3 		$367K Buy
1,030
+160
+18% +$58.1K 0.06% 118
2020
Q2 		$290K Buy
870
+45
+5% +$14.6K 0.05% 122
2020
Q1 		$238K Buy
+825
New +$234K 0.04% 128

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

NewSquare Capital's MSCI Position: Q3 2025 in Review

NewSquare Capital sold out of MSCI (MSCI) in Q3 2025, closing a stake of 34 shares — an estimated $19.6K sold.

NewSquare Capital first reported a position in MSCI in Q1 2020 and held it in 7 quarters. The position peaked at $367K in Q3 2020. 1,040 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • NewSquare Capital reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 34 MSCI shares in Q3 2025, an estimated $19.6K.
  • NewSquare Capital first reported a position in MSCI in Q1 2020 and held it in 7 quarters.
  • NewSquare Capital's MSCI position peaked at $367K in Q3 2020.
  • 1,040 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.