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Roberts Capital Advisors’s MSCI MSCI Stock Holding History

Roberts Capital 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
-646
Closed -$367K – 41
2025
Q3 		$367K Sell
646
-647
-50% -$366K 0.41% 63
2025
Q2 		$746K Hold
1,293
– – 0.55% 58
2025
Q1 		$731K Hold
1,293
– – 0.64% 46
2024
Q4 		$776K Hold
1,293
– – 0.65% 45
2024
Q3 		$754K Hold
1,293
– – 0.64% 48
2024
Q2 		$725K Hold
1,293
– – 0.7% 45
2024
Q1 		$725K Buy
+1,293
New +$727K 0.7% 45
2022
Q3 		$585K Hold
1,387
– – 0.85% 32
2022
Q2 		$572K Hold
1,387
– – 0.78% 39
2022
Q1 		$697K Hold
1,387
– – 0.72% 44
2021
Q4 		$850K Buy
+1,387
New +$870K 0.79% 44

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

Roberts Capital Advisors's MSCI Position: Q4 2025 in Review

Roberts Capital Advisors sold out of MSCI (MSCI) in Q4 2025, closing a stake of 646 shares — an estimated $367K sold.

Roberts Capital Advisors first reported a position in MSCI in Q4 2021 and held it in 11 quarters. The position peaked at $850K in Q4 2021. 1,076 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Roberts Capital Advisors reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Roberts Capital Advisors sold 646 MSCI shares in Q4 2025, an estimated $367K.
  • Roberts Capital Advisors first reported a position in MSCI in Q4 2021 and held it in 11 quarters.
  • Roberts Capital Advisors's MSCI position peaked at $850K in Q4 2021.
  • 1,076 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Roberts Capital Advisors's 13F filing for Q4 2025.