PUREfi Wealth’s MSCI MSCI Stock Holding History

PUREfi Wealth’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 Q4	–	Sell	-694	Closed	-$394K	–	178
2025 Q3	$394K	Sell	694 -3	-0.4%	-$1.7K	0.3%	91
2025 Q2	$402K	Buy	697 +98	+16%	+$54.2K	0.32%	84
2025 Q1	$339K	Buy	599 +63	+12%	+$36.6K	0.34%	87
2024 Q4	$322K	Buy	+536	New	+$322K	0.31%	89

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

PUREfi Wealth's MSCI Position: Q4 2025 in Review

PUREfi Wealth sold out of MSCI (MSCI) in Q4 2025, closing a stake of 694 shares — an estimated $394K sold.

PUREfi Wealth first reported a position in MSCI in Q4 2024 and held it in 4 quarters. The position peaked at $402K in Q2 2025. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

PUREfi Wealth reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
PUREfi Wealth sold 694 MSCI shares in Q4 2025, an estimated $394K.
PUREfi Wealth first reported a position in MSCI in Q4 2024 and held it in 4 quarters.
PUREfi Wealth's MSCI position peaked at $402K in Q2 2025.
1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on PUREfi Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.