Rothwell Investment Advisors, LLC’s MSCI MSCI Stock Holding History

Rothwell Investment Advisors, 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	$88.1K	Buy	+164	New	+$93.8K	0.05%	299

Other funds holding MSCI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MSCI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in MSCI (MSCI) in Q3 2026: 164 shares worth $88.1K. The stake represents 0.05% of the portfolio and ranks #299 among its holdings.

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

Rothwell Investment Advisors, LLC held 164 shares of MSCI worth $88.1K as of Q3 2026.
MSCI was a new Rothwell Investment Advisors, LLC position in Q3 2026.
MSCI made up 0.05% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #299 holding.
501 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.