WCM
MSCI icon

WealthTrak Capital Management’s MSCI MSCI Stock Holding History

WealthTrak Capital Management’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
Q3 		– Sell
-1
Closed -$577 – 602
2025
Q2 		$577 Sell
1
-1
-50% -$553 ﹤0.01% 625
2025
Q1 		$1.13K Sell
2
-2
-50% -$1.16K ﹤0.01% 496
2024
Q4 		$2.4K Buy
+4
New +$2.4K ﹤0.01% 287

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WealthTrak Capital Management's MSCI Position: Q3 2025 in Review

WealthTrak Capital Management sold out of MSCI (MSCI) in Q3 2025, closing a stake of 1 share — an estimated $577 sold.

WealthTrak Capital Management first reported a position in MSCI in Q4 2024 and held it in 3 quarters. The position peaked at $2.4K in Q4 2024. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • WealthTrak Capital Management reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 1 MSCI share in Q3 2025, an estimated $577.
  • WealthTrak Capital Management first reported a position in MSCI in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's MSCI position peaked at $2.4K in Q4 2024.
  • 1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.