Wayfinding Financial’s MSCI MSCI Stock Holding History

Wayfinding Financial’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	-209	Closed	-$118K	–	512
2025 Q1	$118K	Buy	+209	New	+$121K	0.05%	196
2023 Q2	–	Sell	-501	Closed	-$280K	–	119
2023 Q1	$280K	Buy	+501	New	+$265K	0.21%	79

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wayfinding Financial's MSCI Position: Q2 2025 in Review

Wayfinding Financial sold out of MSCI (MSCI) in Q2 2025, closing a stake of 209 shares — an estimated $118K sold.

Wayfinding Financial first reported a position in MSCI in Q1 2023 and held it in 2 quarters. The position peaked at $280K in Q1 2023. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

Wayfinding Financial reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 209 MSCI shares in Q2 2025, an estimated $118K.
Wayfinding Financial first reported a position in MSCI in Q1 2023 and held it in 2 quarters.
Wayfinding Financial's MSCI position peaked at $280K in Q1 2023.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.