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SteelPeak Wealth’s MSCI MSCI Stock Holding History

SteelPeak 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
-1,080
Closed -$613K – 604
2025
Q3 		$613K Hold
1,080
– – 0.02% 363
2025
Q2 		$623K Buy
+1,080
New +$598K 0.02% 335
2024
Q3 		– Sell
-2,069
Closed -$997K – 577
2024
Q2 		$997K Buy
2,069
+816
+65% +$405K 0.05% 228
2024
Q1 		$702K Buy
1,253
+53
+4% +$29.8K 0.04% 259
2023
Q4 		$679K Buy
1,200
+400
+50% +$206K 0.04% 252
2023
Q3 		$410K Buy
+800
New +$420K 0.03% 277

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 $3.38T AUM 44.17% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

SteelPeak Wealth's MSCI Position: Q4 2025 in Review

SteelPeak Wealth sold out of MSCI (MSCI) in Q4 2025, closing a stake of 1,080 shares — an estimated $613K sold.

SteelPeak Wealth first reported a position in MSCI in Q3 2023 and held it in 6 quarters. The position peaked at $997K in Q2 2024. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • SteelPeak Wealth reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 1,080 MSCI shares in Q4 2025, an estimated $613K.
  • SteelPeak Wealth first reported a position in MSCI in Q3 2023 and held it in 6 quarters.
  • SteelPeak Wealth's MSCI position peaked at $997K in Q2 2024.
  • 1,081 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.