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WJ Wealth Management’s MSCI MSCI Stock Holding History

WJ 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
-600
Closed -$346K – 93
2025
Q2 		$346K Hold
600
– – 0.11% 75
2025
Q1 		$339K Hold
600
– – 0.12% 69
2024
Q4 		$360K Hold
600
– – 0.12% 64
2024
Q3 		$350K Hold
600
– – 0.12% 63
2024
Q2 		$289K Hold
600
– – 0.11% 71
2024
Q1 		$336K Hold
600
– – 0.13% 65
2023
Q4 		$339K Hold
600
– – 0.15% 62
2023
Q3 		$308K Hold
600
– – 0.15% 55
2023
Q2 		$282K Buy
+600
New +$293K 0.13% 54
2023
Q1 		– Sell
-600
Closed -$279K – 62
2022
Q4 		$279K Hold
600
– – 0.16% 46
2022
Q3 		$253K Hold
600
– – 0.16% 48
2022
Q2 		$247K Buy
+600
New +$261K 0.18% 45

Other funds holding MSCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

WJ Wealth Management sold out of MSCI (MSCI) in Q3 2025, closing a stake of 600 shares — an estimated $346K sold.

WJ Wealth Management first reported a position in MSCI in Q2 2022 and held it in 12 quarters. The position peaked at $360K in Q4 2024. 1,039 funds tracked by Wall St. Rank hold MSCI as of Q3 2025.

  • WJ Wealth Management reported no remaining MSCI position as of Q3 2025 after selling out during the quarter.
  • WJ Wealth Management sold 600 MSCI shares in Q3 2025, an estimated $346K.
  • WJ Wealth Management first reported a position in MSCI in Q2 2022 and held it in 12 quarters.
  • WJ Wealth Management's MSCI position peaked at $360K in Q4 2024.
  • 1,039 funds tracked by Wall St. Rank held MSCI as of Q3 2025.

Based on WJ Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.