Peak Financial Advisors’s MSCI MSCI Stock Holding History

Peak Financial 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 Q3	–	Sell	-4,281	Closed	-$2.47M	–	98
2025 Q2	$2.47M	Sell	4,281 -949	-18%	-$525K	1.26%	27
2025 Q1	$2.96M	Buy	+5,230	New	+$3.04M	1.51%	22

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Peak Financial Advisors's MSCI Position: Q3 2025 in Review

Peak Financial Advisors sold out of MSCI (MSCI) in Q3 2025, closing a stake of 4,281 shares — an estimated $2.47M sold.

Peak Financial Advisors first reported a position in MSCI in Q1 2025 and held it in 2 quarters. The position peaked at $2.96M in Q1 2025. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

Peak Financial Advisors reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
Peak Financial Advisors sold 4,281 MSCI shares in Q3 2025, an estimated $2.47M.
Peak Financial Advisors first reported a position in MSCI in Q1 2025 and held it in 2 quarters.
Peak Financial Advisors's MSCI position peaked at $2.96M in Q1 2025.
1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Peak Financial Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.