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Redmont Wealth Advisors’s MSCI MSCI Stock Holding History

Redmont Wealth 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
Q4 		$5.74K Hold
10
– – 0.01% 232
2025
Q3 		$5.67K Hold
10
– – 0.01% 247
2025
Q2 		$5.77K Buy
+10
New +$5.54K 0.01% 237
2024
Q4 		– Sell
-10
Closed -$5.83K – 216
2024
Q3 		$5.83K Hold
10
– – 0.01% 236
2024
Q2 		$4.82K Hold
10
– – 0.01% 260
2024
Q1 		$5.61K Buy
+10
New +$5.62K 0.01% 242

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Redmont Wealth Advisors's MSCI Position: Q4 2025 in Review

Redmont Wealth Advisors held its MSCI (MSCI) position steady in Q4 2025 at 10 shares worth $5.74K. The position accounts for 0.01% of the portfolio, ranked #232.

Redmont Wealth Advisors first reported a position in MSCI in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.83K in Q3 2024. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Redmont Wealth Advisors held 10 shares of MSCI worth $5.74K as of Q4 2025.
  • Redmont Wealth Advisors left its MSCI share count unchanged in Q4 2025.
  • MSCI made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #232 holding.
  • Redmont Wealth Advisors first reported a position in MSCI in Q1 2024 and has held it in 6 quarters since.
  • Redmont Wealth Advisors's MSCI position peaked at $5.83K in Q3 2024.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.