Scott Marsh Financial’s MSCI MSCI Stock Holding History

Scott Marsh Financial’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	$2.8M	Buy	+4,858	New	+$2.69M	1.04%	17

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Scott Marsh Financial's MSCI Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in MSCI (MSCI) in Q2 2025: 4,858 shares worth $2.8M. The stake represents 1.04% of the portfolio and ranks #17 among its holdings.

1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

Scott Marsh Financial held 4,858 shares of MSCI worth $2.8M as of Q2 2025.
MSCI was a new Scott Marsh Financial position in Q2 2025.
MSCI made up 1.04% of Scott Marsh Financial's portfolio in Q2 2025, its #17 holding.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.