Transce3nd’s MSCI MSCI Stock Holding History

Transce3nd’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	-2	Closed	-$1.2K	–	1433
2024 Q4	$1.2K	Buy	+2	New	+$1.2K	﹤0.01%	1178

Other funds holding MSCI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Transce3nd's MSCI Position: Q1 2025 in Review

Transce3nd sold out of MSCI (MSCI) in Q1 2025, closing a stake of 2 shares — an estimated $1.2K sold.

Transce3nd first reported a position in MSCI in Q4 2024 and held it in 1 quarter. The position peaked at $1.2K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

Transce3nd reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
Transce3nd sold 2 MSCI shares in Q1 2025, an estimated $1.2K.
Transce3nd first reported a position in MSCI in Q4 2024 and held it in 1 quarter.
Transce3nd's MSCI position peaked at $1.2K in Q4 2024.
1,077 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Transce3nd's 13F filing for Q1 2025, filed 5 May 2025.