Northwest Wealth Management’s MSCI MSCI Stock Holding History

Northwest Wealth Management’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	-368	Closed	-$208K	–	216
2025 Q1	$208K	Buy	+368	New	+$214K	0.04%	175

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

Northwest Wealth Management's MSCI Position: Q2 2025 in Review

Northwest Wealth Management sold out of MSCI (MSCI) in Q2 2025, closing a stake of 368 shares — an estimated $208K sold.

Northwest Wealth Management first reported a position in MSCI in Q1 2025 and held it in 1 quarter. The position peaked at $208K in Q1 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

Northwest Wealth Management reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
Northwest Wealth Management sold 368 MSCI shares in Q2 2025, an estimated $208K.
Northwest Wealth Management first reported a position in MSCI in Q1 2025 and held it in 1 quarter.
Northwest Wealth Management's MSCI position peaked at $208K in Q1 2025.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Northwest Wealth Management's 13F filing for Q2 2025, filed 17 Jul 2025.