SFFS
MSCI icon

Stonehage Fleming Financial Services’s MSCI MSCI Stock Holding History

Stonehage Fleming Financial Services’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
-165
Closed -$93.3K – 226
2025
Q1 		$93.3K Hold
165
– – ﹤0.01% 140
2024
Q4 		$99K Hold
165
– – ﹤0.01% 161
2024
Q3 		$96.2K Hold
165
– – ﹤0.01% 159
2024
Q2 		$79.5K Buy
+165
New +$81.9K ﹤0.01% 165
2024
Q1 		– Sell
-165
Closed -$93.3K – 224
2023
Q4 		$93.3K Buy
+165
New +$85.2K ﹤0.01% 153

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
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

Stonehage Fleming Financial Services's MSCI Position: Q2 2025 in Review

Stonehage Fleming Financial Services sold out of MSCI (MSCI) in Q2 2025, closing a stake of 165 shares — an estimated $93.3K sold.

Stonehage Fleming Financial Services first reported a position in MSCI in Q4 2023 and held it in 5 quarters. The position peaked at $99K in Q4 2024. 1,088 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • Stonehage Fleming Financial Services reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 165 MSCI shares in Q2 2025, an estimated $93.3K.
  • Stonehage Fleming Financial Services first reported a position in MSCI in Q4 2023 and held it in 5 quarters.
  • Stonehage Fleming Financial Services's MSCI position peaked at $99K in Q4 2024.
  • 1,088 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2025, filed 25 Jul 2025.