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BOLTON SECURITIES CORPORATION’s MSCI MSCI Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$3.13M Buy
+5,535
New +$3.22M 0.18% 147

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 $3.44T AUM 36.12% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $6.26B AUM 6.09% 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 $1.92T AUM 36.1% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's MSCI Position: Q1 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in MSCI (MSCI) in Q1 2025: 5,535 shares worth $3.13M. The stake represents 0.18% of the portfolio and ranks #147 among its holdings.

1,085 funds tracked by Wall St. Rank hold MSCI as of Q1 2025.

  • BOLTON SECURITIES CORPORATION held 5,535 shares of MSCI worth $3.13M as of Q1 2025.
  • MSCI was a new BOLTON SECURITIES CORPORATION position in Q1 2025.
  • MSCI made up 0.18% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2025, its #147 holding.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q1 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2025, filed 12 Nov 2026.