North Capital’s MSCI MSCI Stock Holding History

North 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 Q4	–	Sell	-7	Closed	-$3.97K	–	470
2025 Q3	$3.97K	Buy	7 +3	+75%	+$1.7K	﹤0.01%	465
2025 Q2	$2.31K	Hold	4	–	–	﹤0.01%	500
2025 Q1	$2.26K	Buy	+4	New	+$2.33K	﹤0.01%	492

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

North Capital's MSCI Position: Q4 2025 in Review

North Capital sold out of MSCI (MSCI) in Q4 2025, closing a stake of 7 shares — an estimated $3.97K sold.

North Capital first reported a position in MSCI in Q1 2025 and held it in 3 quarters. The position peaked at $3.97K in Q3 2025. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

North Capital reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
North Capital sold 7 MSCI shares in Q4 2025, an estimated $3.97K.
North Capital first reported a position in MSCI in Q1 2025 and held it in 3 quarters.
North Capital's MSCI position peaked at $3.97K in Q3 2025.
1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.