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Schechter Investment Advisors’s MSCI MSCI Stock Holding History

Schechter Investment 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
Q1 		$1.71M Sell
3,016
-331
-10% -$192K 0.14% 138
2024
Q4 		$2.01M Sell
3,347
-45
-1% -$27K 0.15% 128
2024
Q3 		$1.98M Buy
3,392
+790
+30% +$428K 0.15% 139
2024
Q2 		$1.25M Buy
2,602
+1,517
+140% +$753K 0.09% 192
2024
Q1 		$608K Buy
1,085
+78
+8% +$43.8K 0.05% 342
2023
Q4 		$570K Buy
1,007
+162
+19% +$83.6K 0.05% 333
2023
Q3 		$434K Buy
+845
New +$444K 0.04% 375
2023
Q2 		– Sell
-440
Closed -$246K – 688
2023
Q1 		$246K Buy
+440
New +$233K 0.02% 565
2022
Q1 		– Sell
-1,402
Closed -$858K – 957
2021
Q4 		$858K Buy
+1,402
New +$879K 0.08% 361

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Schechter Investment Advisors's MSCI Position: Q1 2025 in Review

Schechter Investment Advisors reduced its MSCI (MSCI) stake by 9.9% in Q1 2025, selling an estimated $192K and leaving 3,016 shares worth $1.71M. The position accounts for 0.14% of the portfolio, ranked #138.

Schechter Investment Advisors first reported a position in MSCI in Q4 2021 and has held it in 9 quarters since. The position peaked at $2.01M in Q4 2024. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • Schechter Investment Advisors held 3,016 shares of MSCI worth $1.71M as of Q1 2025.
  • Schechter Investment Advisors sold 331 MSCI shares in Q1 2025, an estimated $192K.
  • MSCI made up 0.14% of Schechter Investment Advisors's portfolio in Q1 2025, its #138 holding.
  • Schechter Investment Advisors first reported a position in MSCI in Q4 2021 and has held it in 9 quarters since.
  • Schechter Investment Advisors's MSCI position peaked at $2.01M in Q4 2024.
  • 1,077 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.