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Pacific Capital Wealth Advisors’s MSCI MSCI Stock Holding History

Pacific Capital Wealth 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
Q1 		– Sell
-4
Closed -$2.4K – 261
2024
Q4 		$2.4K Hold
4
– – ﹤0.01% 342
2024
Q3 		$2.33K Hold
4
– – ﹤0.01% 391
2024
Q2 		$1.93K Buy
+4
New +$1.99K ﹤0.01% 439

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

Pacific Capital Wealth Advisors's MSCI Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of MSCI (MSCI) in Q1 2025, closing a stake of 4 shares — an estimated $2.4K sold.

Pacific Capital Wealth Advisors first reported a position in MSCI in Q2 2024 and held it in 3 quarters. The position peaked at $2.4K in Q4 2024. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 4 MSCI shares in Q1 2025, an estimated $2.4K.
  • Pacific Capital Wealth Advisors first reported a position in MSCI in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's MSCI position peaked at $2.4K in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.