Painted Porch Advisors’s MSCI MSCI Stock Holding History

Painted Porch 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	-1	Closed	-$612	–	563
2024 Q4	$612	Hold	1	–	–	﹤0.01%	461
2024 Q3	$593	Hold	1	–	–	﹤0.01%	384
2024 Q2	$489	Buy	+1	New	+$496	﹤0.01%	363

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 $3.38T AUM 44.17% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Painted Porch Advisors's MSCI Position: Q1 2025 in Review

Painted Porch Advisors sold out of MSCI (MSCI) in Q1 2025, closing a stake of 1 share — an estimated $612 sold.

Painted Porch Advisors first reported a position in MSCI in Q2 2024 and held it in 3 quarters. The position peaked at $612 in Q4 2024. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

Painted Porch Advisors reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
Painted Porch Advisors sold 1 MSCI share in Q1 2025, an estimated $612.
Painted Porch Advisors first reported a position in MSCI in Q2 2024 and held it in 3 quarters.
Painted Porch Advisors's MSCI position peaked at $612 in Q4 2024.
1,082 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Painted Porch Advisors's 13F filing for Q1 2025, filed 14 Jul 2025.