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Parkworth Wealth Management’s MSCI MSCI Stock Holding History

Parkworth 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 		$1.15K Buy
2
+1
+100% +$553 ﹤0.01% 378
2025
Q1 		$566 Hold
1
– – ﹤0.01% 382
2024
Q4 		$600 Buy
+1
New +$600 ﹤0.01% 382

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Parkworth Wealth Management increased its MSCI (MSCI) stake by 100% in Q2 2025, buying an estimated $553 and bringing the position to 2 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Parkworth Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 3 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of MSCI worth $1.15K as of Q2 2025.
  • Parkworth Wealth Management bought 1 MSCI share in Q2 2025, an estimated $553.
  • MSCI made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #378 holding.
  • Parkworth Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 3 quarters since.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.