Whalen Wealth Management’s MSCI MSCI Stock Holding History

Whalen Wealth 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	-440	Closed	-$254K	–	244
2025 Q2	$254K	Buy	+440	New	+$244K	0.16%	169

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Whalen Wealth Management's MSCI Position: Q3 2025 in Review

Whalen Wealth Management sold out of MSCI (MSCI) in Q3 2025, closing a stake of 440 shares — an estimated $254K sold.

Whalen Wealth Management first reported a position in MSCI in Q2 2025 and held it in 1 quarter. The position peaked at $254K in Q2 2025. 1,036 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

Whalen Wealth Management reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
Whalen Wealth Management sold 440 MSCI shares in Q3 2025, an estimated $254K.
Whalen Wealth Management first reported a position in MSCI in Q2 2025 and held it in 1 quarter.
Whalen Wealth Management's MSCI position peaked at $254K in Q2 2025.
1,036 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.