MSCI has adopted a new screen for non-operating companies in its Global Investable Market Indexes. A company must fail the operating-assets screen and at least four of five financial-ratio tests; a current constituent is removed only after failing in both of its two latest annual filing periods. MSCI will publish the potentially affected list on November 11, with changes taking effect after the November 30 close. MSCI announcement

$MSCI$MSTR

MSCI has adopted a new screen for non-operating companies in its Global Investable Market Indexes. A company must fail the operating-assets screen and at least four of five financial-ratio tests; a current constituent is removed only after failing in both of its two latest annual filing periods. MSCI will publish the potentially affected list on November 11, with changes taking effect after the November 30 close. MSCI announcement

Strategy and Metaplanet were flagged as potential removals in a May 2026 simulation, while SharpLink was placed on a watchlist. Those are risk signals, not confirmed removals; MSCI’s final list is still pending. WuBlockchain’s report

For Strategy, any index-driven selling would be sales of MSTR shares by tracking funds, not an automatic sale of Strategy’s Bitcoin. A prior $2.8 billion estimate of possible passive selling is conditional, not a scheduled outflow; no removal or forced Bitcoin sale is established. Earlier investigation and cited estimate

MSCI is also ending its temporary restrictions on certain digital-asset companies, including freezes on share-count and foreign-inclusion-factor increases; those firms will be assessed under the new screen. MSCI announcement

The sources do not name a confirmed final status for Strategy, Metaplanet, or SharpLink, or quantify company-specific selling for Metaplanet and SharpLink.

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