SSG
MSCI icon

Summit Securities Group’s MSCI MSCI Stock Holding History

Summit Securities 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
2026
Q1 		$6.47K Sell
12
-204
-94% -$115K ﹤0.01% 755
2025
Q4 		$124K Buy
216
+83
+62% +$46.6K 0.02% 429
2025
Q3 		$75.5K Buy
133
+81
+156% +$45.8K 0.02% 457
2025
Q2 		$30K Buy
+52
New +$28.8K 0.01% 635
2023
Q3 		– Sell
-106
Closed -$50K – 884
2023
Q2 		$50K Sell
106
-52
-33% -$25.4K 0.02% 412
2023
Q1 		$88K Buy
158
+76
+93% +$40.2K 0.02% 324
2022
Q4 		$38K Sell
82
-530
-87% -$247K 0.01% 775
2022
Q3 		$258K Buy
612
+443
+262% +$203K 0.05% 379
2022
Q2 		$70K Buy
169
+136
+412% +$59.2K 0.02% 473
2022
Q1 		$17K Buy
+33
New +$17.1K 0.01% 744

Other funds holding MSCI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return