Williamson Legacy Group’s MSCI MSCI Stock Holding History

Williamson Legacy Group’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	-693	Closed	-$416K	–	128
2024 Q4	$416K	Buy	693 +242	+54%	+$145K	0.28%	91
2024 Q3	$263K	Buy	+451	New	+$245K	0.18%	100

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

Williamson Legacy Group's MSCI Position: Q1 2025 in Review

Williamson Legacy Group sold out of MSCI (MSCI) in Q1 2025, closing a stake of 693 shares — an estimated $416K sold.

Williamson Legacy Group first reported a position in MSCI in Q3 2024 and held it in 2 quarters. The position peaked at $416K in Q4 2024. 1,077 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

Williamson Legacy Group reported no remaining MSCI position as of Q1 2025 after selling out during the quarter.
Williamson Legacy Group sold 693 MSCI shares in Q1 2025, an estimated $416K.
Williamson Legacy Group first reported a position in MSCI in Q3 2024 and held it in 2 quarters.
Williamson Legacy Group's MSCI position peaked at $416K in Q4 2024.
1,077 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on Williamson Legacy Group's 13F filing for Q1 2025, filed 8 May 2025.