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Ruedi Wealth Management’s MSCI MSCI Stock Holding History

Ruedi Wealth Management’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
Q2 		– Sell
-2
Closed -$1.13K – 227
2025
Q1 		$1.13K Hold
2
– – ﹤0.01% 288
2024
Q4 		$1.2K Hold
2
– – ﹤0.01% 289
2024
Q3 		$1.17K Sell
2
-1
-33% -$542 ﹤0.01% 295
2024
Q2 		$1.45K Buy
+3
New +$1.49K ﹤0.01% 349

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Ruedi Wealth Management's MSCI Position: Q2 2025 in Review

Ruedi Wealth Management sold out of MSCI (MSCI) in Q2 2025, closing a stake of 2 shares — an estimated $1.13K sold.

Ruedi Wealth Management first reported a position in MSCI in Q2 2024 and held it in 4 quarters. The position peaked at $1.45K in Q2 2024. 1,088 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Ruedi Wealth Management reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 2 MSCI shares in Q2 2025, an estimated $1.13K.
  • Ruedi Wealth Management first reported a position in MSCI in Q2 2024 and held it in 4 quarters.
  • Ruedi Wealth Management's MSCI position peaked at $1.45K in Q2 2024.
  • 1,088 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.