SGA
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Sustainable Growth Advisers’s MSCI MSCI Stock Holding History

Sustainable Growth Advisers’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
-745
Closed -$423K – 56
2025
Q3 		$423K Hold
745
– – ﹤0.01% 56
2025
Q2 		$430K Sell
745
-665
-47% -$368K ﹤0.01% 52
2025
Q1 		$797K Sell
1,410
-942,266
-100% -$548M ﹤0.01% 53
2024
Q4 		$566M Sell
943,676
-204,493
-18% -$123M 2.84% 17
2024
Q3 		$669M Sell
1,148,169
-191,890
-14% -$104M 2.84% 16
2024
Q2 		$646M Buy
1,340,059
+17,001
+1% +$8.44M 2.85% 16
2024
Q1 		$742M Buy
1,323,058
+23,217
+2% +$13.1M 3.1% 14
2023
Q4 		$735M Sell
1,299,841
-31,222
-2% -$16.1M 3.35% 14
2023
Q3 		$683M Sell
1,331,063
-59,576
-4% -$31.3M 3.47% 12
2023
Q2 		$653M Buy
1,390,639
+194,606
+16% +$94.9M 3.1% 13
2023
Q1 		$669M Sell
1,196,033
-54,992
-4% -$29.1M 3.88% 7
2022
Q4 		$582M Sell
1,251,025
-30,897
-2% -$14.4M 3.79% 9
2022
Q3 		$541M Buy
1,281,922
+13,721
+1% +$6.28M 4.04% 10
2022
Q2 		$523M Sell
1,268,201
-57,111
-4% -$24.9M 3.74% 11
2022
Q1 		$666M Buy
1,325,312
+761,126
+135% +$395M 3.69% 11
2021
Q4 		$346M Sell
564,186
-17,458
-3% -$10.9M 1.77% 27
2021
Q3 		$354M Sell
581,644
-154,000
-21% -$94.1M 1.79% 26
2021
Q2 		$392M Buy
735,644
+19,894
+3% +$9.48M 2.06% 21
2021
Q1 		$300M Buy
715,750
+230,912
+48% +$97M 1.72% 25
2020
Q4 		$216M Buy
+484,838
New +$190M 1.41% 28

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
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

Sustainable Growth Advisers's MSCI Position: Q4 2025 in Review

Sustainable Growth Advisers sold out of MSCI (MSCI) in Q4 2025, closing a stake of 745 shares — an estimated $423K sold.

Sustainable Growth Advisers first reported a position in MSCI in Q4 2020 and held it in 20 quarters. The position peaked at $742M in Q1 2024. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q4 2025.

  • Sustainable Growth Advisers reported no remaining MSCI position as of Q4 2025 after selling out during the quarter.
  • Sustainable Growth Advisers sold 745 MSCI shares in Q4 2025, an estimated $423K.
  • Sustainable Growth Advisers first reported a position in MSCI in Q4 2020 and held it in 20 quarters.
  • Sustainable Growth Advisers's MSCI position peaked at $742M in Q1 2024.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q4 2025.

Based on Sustainable Growth Advisers's 13F filing for Q4 2025, filed 10 Feb 2026.