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SVB Wealth’s MSCI MSCI Stock Holding History

SVB Wealth’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
-341
Closed -$193K – 1179
2025
Q1 		$193K Sell
341
-85
-20% -$49.4K 0.01% 312
2024
Q4 		$255K Buy
+426
New +$256K ﹤0.01% 611
2024
Q3 		– Sell
-510
Closed -$246K – 386
2024
Q2 		$246K Sell
510
-221
-30% -$110K 0.01% 621
2024
Q1 		$410K Sell
731
-34
-4% -$19.1K 0.01% 533
2023
Q4 		$433K Buy
765
+184
+32% +$95K 0.01% 522
2023
Q3 		$298K Sell
581
-12
-2% -$6.31K 0.01% 612
2023
Q2 		$278K Sell
593
-92
-13% -$44.9K 0.01% 708
2023
Q1 		$383K Sell
685
-34
-5% -$18K 0.01% 628
2022
Q4 		$335K Sell
719
-135
-16% -$62.8K ﹤0.01% 701
2022
Q3 		$360K Buy
+854
New +$391K 0.01% 618
2021
Q4 		– Sell
-427
Closed -$260K – 905
2021
Q3 		$260K Buy
+427
New +$261K ﹤0.01% 832

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
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

SVB Wealth's MSCI Position: Q2 2025 in Review

SVB Wealth sold out of MSCI (MSCI) in Q2 2025, closing a stake of 341 shares — an estimated $193K sold.

SVB Wealth first reported a position in MSCI in Q3 2021 and held it in 11 quarters. The position peaked at $433K in Q4 2023. 1,087 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

  • SVB Wealth reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 341 MSCI shares in Q2 2025, an estimated $193K.
  • SVB Wealth first reported a position in MSCI in Q3 2021 and held it in 11 quarters.
  • SVB Wealth's MSCI position peaked at $433K in Q4 2023.
  • 1,087 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.