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Signal Advisors Wealth’s MSCI MSCI Stock Holding History

Signal Advisors Wealth’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
-2,719
Closed -$1.54M – 516
2025
Q1 		$1.54M Sell
2,719
-14
-0.5% -$8.14K 0.15% 134
2024
Q4 		$1.64M Buy
2,733
+12
+0.4% +$7.2K 0.19% 123
2024
Q3 		$1.59M Buy
+2,721
New +$1.48M 0.23% 106

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
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Signal Advisors Wealth's MSCI Position: Q2 2025 in Review

Signal Advisors Wealth sold out of MSCI (MSCI) in Q2 2025, closing a stake of 2,719 shares — an estimated $1.54M sold.

Signal Advisors Wealth first reported a position in MSCI in Q3 2024 and held it in 3 quarters. The position peaked at $1.64M in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Signal Advisors Wealth reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Signal Advisors Wealth sold 2,719 MSCI shares in Q2 2025, an estimated $1.54M.
  • Signal Advisors Wealth first reported a position in MSCI in Q3 2024 and held it in 3 quarters.
  • Signal Advisors Wealth's MSCI position peaked at $1.64M in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Signal Advisors Wealth's 13F filing for Q2 2025, filed 10 Jul 2025.