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Simplicity Wealth’s MSCI MSCI Stock Holding History

Simplicity 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
Q4 		– Sell
-491
Closed -$279K – 749
2025
Q3 		$279K Sell
491
-984
-67% -$556K 0.02% 586
2025
Q2 		$851K Buy
1,475
+948
+180% +$525K 0.04% 362
2025
Q1 		$298K Buy
527
+12
+2% +$6.97K 0.02% 431
2024
Q4 		$309K Buy
515
+38
+8% +$22.8K 0.06% 229
2024
Q3 		$278K Sell
477
-1,677
-78% -$909K 0.03% 400
2024
Q2 		$1.04M Sell
2,154
-260
-11% -$129K 0.02% 516
2024
Q1 		$1.35M Buy
+2,414
New +$1.36M 0.03% 441

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 $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Simplicity Wealth's MSCI Position: Q4 2025 in Review

Simplicity Wealth sold out of MSCI (MSCI) in Q4 2025, closing a stake of 491 shares — an estimated $279K sold.

Simplicity Wealth first reported a position in MSCI in Q1 2024 and held it in 7 quarters. The position peaked at $1.35M in Q1 2024. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Simplicity Wealth reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 491 MSCI shares in Q4 2025, an estimated $279K.
  • Simplicity Wealth first reported a position in MSCI in Q1 2024 and held it in 7 quarters.
  • Simplicity Wealth's MSCI position peaked at $1.35M in Q1 2024.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.