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Quotient Wealth Partners’s MSCI MSCI Stock Holding History

Quotient Wealth Partners’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
-360
Closed -$208K – 364
2025
Q2 		$208K Sell
360
-1
-0.3% -$553 0.01% 333
2025
Q1 		$204K Buy
361
+20
+6% +$11.6K 0.01% 323
2024
Q4 		$205K Buy
+341
New +$205K 0.01% 316

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Quotient Wealth Partners's MSCI Position: Q3 2025 in Review

Quotient Wealth Partners sold out of MSCI (MSCI) in Q3 2025, closing a stake of 360 shares — an estimated $208K sold.

Quotient Wealth Partners first reported a position in MSCI in Q4 2024 and held it in 3 quarters. The position peaked at $208K in Q2 2025. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Quotient Wealth Partners reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Quotient Wealth Partners sold 360 MSCI shares in Q3 2025, an estimated $208K.
  • Quotient Wealth Partners first reported a position in MSCI in Q4 2024 and held it in 3 quarters.
  • Quotient Wealth Partners's MSCI position peaked at $208K in Q2 2025.
  • 1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Quotient Wealth Partners's 13F filing for Q3 2025, filed 10 Oct 2025.