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SRN Advisors’s MSCI MSCI Stock Holding History

SRN 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 		$1.46M Buy
2,528
+87
+4% +$48.2K 1.33% 23
2025
Q1 		$1.38M Sell
2,441
-64
-3% -$37.2K 1.55% 17
2024
Q4 		$1.5M Buy
2,505
+97
+4% +$58.2K 1.34% 13
2024
Q3 		$1.4M Sell
2,408
-87
-3% -$47.2K 1.24% 24
2024
Q2 		$1.2M Hold
2,495
– – 1% 36
2024
Q1 		$1.4M Buy
2,495
+128
+5% +$72K 1.09% 37
2023
Q4 		$1.34M Buy
2,367
+478
+25% +$247K 1.2% 27
2023
Q3 		$969K Buy
1,889
+52
+3% +$27.3K 0.96% 43
2023
Q2 		$862K Sell
1,837
-44
-2% -$21.5K 0.77% 68
2023
Q1 		$1.03M Buy
1,881
+373
+25% +$197K 0.95% 54
2022
Q4 		$701K Buy
+1,508
New +$702K 0.7% 78
2022
Q2 		– Sell
-540
Closed -$272K – 111
2022
Q1 		$272K Sell
540
-30
-5% -$15.6K 0.12% 108
2021
Q4 		$349K Buy
+570
New +$357K 0.13% 108
2021
Q3 		– Sell
-1,080
Closed -$576K – 90
2021
Q2 		$576K Sell
1,080
-180
-14% -$85.8K 0.2% 91
2021
Q1 		$528K Sell
1,260
-480
-28% -$202K 0.19% 95
2020
Q4 		$760K Buy
+1,740
New +$683K 0.37% 90

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

SRN Advisors's MSCI Position: Q2 2025 in Review

SRN Advisors increased its MSCI (MSCI) stake by 3.6% in Q2 2025, buying an estimated $48.2K and bringing the position to 2,528 shares worth $1.46M. The position accounts for 1.33% of the portfolio, ranked #23.

SRN Advisors first reported a position in MSCI in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.5M in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • SRN Advisors held 2,528 shares of MSCI worth $1.46M as of Q2 2025.
  • SRN Advisors bought 87 MSCI shares in Q2 2025, an estimated $48.2K.
  • MSCI made up 1.33% of SRN Advisors's portfolio in Q2 2025, its #23 holding.
  • SRN Advisors first reported a position in MSCI in Q4 2020 and has held it in 16 quarters since.
  • SRN Advisors's MSCI position peaked at $1.5M in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on SRN Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.