Stratos Wealth Partners’s MSCI MSCI Stock Holding History

Stratos Wealth Partners’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 Q1	–	Sell	-341	Closed	-$205K	–	1466
2024 Q4	$205K	Buy	+341	New	+$205K	﹤0.01%	1338
2020 Q1	–	Sell	-952	Closed	-$246K	–	995
2019 Q4	$246K	Buy	+952	New	+$232K	0.01%	833
2019 Q3	–	Sell	-1,528	Closed	-$365K	–	986
2019 Q2	$365K	Sell	1,528 -127	-8%	-$28.5K	0.02%	661
2019 Q1	$329K	Buy	+1,655	New	+$288K	0.01%	675
2018 Q4	–	Sell	-3,574	Closed	-$634K	–	1856
2018 Q3	$634K	Sell	3,574 -26	-0.7%	-$4.52K	0.03%	458
2018 Q2	$596K	Sell	3,600 -541	-13%	-$85.4K	0.03%	512
2018 Q1	$619K	Sell	4,141 -775	-16%	-$111K	0.03%	479
2017 Q4	$622K	Sell	4,916 -321	-6%	-$40.1K	0.03%	474
2017 Q3	$612K	Buy	5,237 +122	+2%	+$13.5K	0.03%	460
2017 Q2	$527K	Buy	+5,115	New	+$515K	0.03%	432

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Stratos Wealth Partners's MSCI Position: Q1 2025 in Review

Stratos Wealth Partners sold out of MSCI (MSCI) in Q1 2025, closing a stake of 341 shares — an estimated $205K sold.

Stratos Wealth Partners first reported a position in MSCI in Q2 2017 and held it in 10 quarters. The position peaked at $634K in Q3 2018. 1,081 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

Stratos Wealth Partners reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
Stratos Wealth Partners sold 341 MSCI shares in Q1 2025, an estimated $205K.
Stratos Wealth Partners first reported a position in MSCI in Q2 2017 and held it in 10 quarters.
Stratos Wealth Partners's MSCI position peaked at $634K in Q3 2018.
1,081 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Stratos Wealth Partners's 13F filing for Q1 2025, filed 30 Apr 2025.