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Rise Advisors’s MSCI MSCI Stock Holding History

Rise 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 		– Sell
-50
Closed -$28.3K – 943
2025
Q3 		$28.3K Buy
50
+3
+6% +$1.7K 0.01% 403
2025
Q2 		$26.9K Sell
47
-3
-6% -$1.66K 0.01% 392
2025
Q1 		$28K Buy
50
+2
+4% +$1.16K 0.01% 346
2024
Q4 		$29K Buy
48
+1
+2% +$600 0.01% 406
2024
Q3 		$27.6K Hold
47
– – 0.01% 456
2024
Q2 		$22.7K Hold
47
– – 0.01% 542
2024
Q1 		$26.3K Buy
+47
New +$26.4K 0.01% 459

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
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

Rise Advisors's MSCI Position: Q4 2025 in Review

Rise Advisors sold out of MSCI (MSCI) in Q4 2025, closing a stake of 50 shares — an estimated $28.3K sold.

Rise Advisors first reported a position in MSCI in Q1 2024 and held it in 7 quarters. The position peaked at $29K in Q4 2024. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Rise Advisors reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 50 MSCI shares in Q4 2025, an estimated $28.3K.
  • Rise Advisors first reported a position in MSCI in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's MSCI position peaked at $29K in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.