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Simon Quick Advisors’s MSCI MSCI Stock Holding History

Simon Quick 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
Q2 		– Sell
-1,373
Closed -$776K – 530
2025
Q1 		$776K Buy
1,373
+173
+14% +$101K 0.04% 204
2024
Q4 		$720K Buy
1,200
+60
+5% +$36K 0.04% 197
2024
Q3 		$665K Buy
1,140
+327
+40% +$177K 0.04% 200
2024
Q2 		$392K Buy
813
+197
+32% +$97.7K 0.03% 252
2024
Q1 		$345K Buy
616
+103
+20% +$57.9K 0.03% 261
2023
Q4 		$290K Sell
513
-23
-4% -$11.9K 0.03% 246
2023
Q3 		$275K Buy
+536
New +$282K 0.03% 249

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 $3.37T AUM 44.26% 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

Simon Quick Advisors's MSCI Position: Q2 2025 in Review

Simon Quick Advisors sold out of MSCI (MSCI) in Q2 2025, closing a stake of 1,373 shares — an estimated $776K sold.

Simon Quick Advisors first reported a position in MSCI in Q3 2023 and held it in 7 quarters. The position peaked at $776K in Q1 2025. 1,087 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Simon Quick Advisors reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 1,373 MSCI shares in Q2 2025, an estimated $776K.
  • Simon Quick Advisors first reported a position in MSCI in Q3 2023 and held it in 7 quarters.
  • Simon Quick Advisors's MSCI position peaked at $776K in Q1 2025.
  • 1,087 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.