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Ridgewood Investments’s MSCI MSCI Stock Holding History

Ridgewood Investments’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
-82
Closed -$47.3K – 500
2025
Q2 		$47.3K Hold
82
– – 0.02% 340
2025
Q1 		$46.4K Hold
82
– – 0.02% 326
2024
Q4 		$49.2K Hold
82
– – 0.02% 311
2024
Q3 		$47.8K Hold
82
– – 0.02% 319
2024
Q2 		$39.5K Buy
+82
New +$40.7K 0.02% 351
2023
Q3 		– Sell
-82
Closed -$38.5K – 537
2023
Q2 		$38.5K Hold
82
– – 0.02% 367
2023
Q1 		$45.9K Buy
+82
New +$43.4K 0.03% 357

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Ridgewood Investments's MSCI Position: Q3 2025 in Review

Ridgewood Investments sold out of MSCI (MSCI) in Q3 2025, closing a stake of 82 shares — an estimated $47.3K sold.

Ridgewood Investments first reported a position in MSCI in Q1 2023 and held it in 7 quarters. The position peaked at $49.2K in Q4 2024. 1,040 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Ridgewood Investments reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 82 MSCI shares in Q3 2025, an estimated $47.3K.
  • Ridgewood Investments first reported a position in MSCI in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's MSCI position peaked at $49.2K in Q4 2024.
  • 1,040 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.