SWIG
MSCI icon

Strategic Wealth Investment Group’s MSCI MSCI Stock Holding History

Strategic Wealth Investment Group’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
Q3 		– Sell
-62
Closed -$35.8K – 176
2025
Q2 		$35.8K Buy
+62
New +$34.3K 0.05% 69
2025
Q1 		– Sell
-1,852
Closed -$1.11M – 93
2024
Q4 		$1.11M Sell
1,852
-36
-2% -$21.6K 0.12% 69
2024
Q3 		$1.09M Buy
1,888
+231
+14% +$125K 0.12% 73
2024
Q2 		$794K Buy
+1,657
New +$822K 0.1% 79

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Strategic Wealth Investment Group's MSCI Position: Q3 2025 in Review

Strategic Wealth Investment Group sold out of MSCI (MSCI) in Q3 2025, closing a stake of 62 shares — an estimated $35.8K sold.

Strategic Wealth Investment Group first reported a position in MSCI in Q2 2024 and held it in 4 quarters. The position peaked at $1.11M in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • Strategic Wealth Investment Group reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 62 MSCI shares in Q3 2025, an estimated $35.8K.
  • Strategic Wealth Investment Group first reported a position in MSCI in Q2 2024 and held it in 4 quarters.
  • Strategic Wealth Investment Group's MSCI position peaked at $1.11M in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.