STACKSTONE WEALTH, LLC’s MSCI MSCI Stock Holding History

STACKSTONE WEALTH, LLC’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
2026 Q3	$311K	Buy	+577	New	+$330K	0.03%	275

Other funds holding MSCI

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

STACKSTONE WEALTH, LLC's MSCI Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in MSCI (MSCI) in Q3 2026: 577 shares worth $311K. The stake represents 0.03% of the portfolio and ranks #275 among its holdings.

131 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

STACKSTONE WEALTH, LLC held 577 shares of MSCI worth $311K as of Q3 2026.
MSCI was a new STACKSTONE WEALTH, LLC position in Q3 2026.
MSCI made up 0.03% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #275 holding.
131 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.