AWA
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Aaron Wealth Advisors’s MSCI MSCI Stock Holding History

Aaron Wealth Advisors’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
Q2 		$302K Sell
540
-318
-37% -$186K 0.02% 575
2026
Q1 		$462K Buy
858
+160
+23% +$90.2K 0.03% 411
2025
Q4 		$400K Buy
698
+315
+82% +$177K 0.02% 498
2025
Q3 		$217K Buy
383
+27
+8% +$15.3K 0.01% 607
2025
Q2 		$205K Sell
356
-64
-15% -$35.4K 0.02% 472
2025
Q1 		$238K Sell
420
-41
-9% -$23.8K 0.03% 396
2024
Q4 		$277K Buy
461
+79
+21% +$47.4K 0.03% 338
2024
Q3 		$223K Buy
+382
New +$207K 0.03% 388
2022
Q2 		– Sell
-73,420
Closed -$146K – 593
2022
Q1 		$146K Buy
+73,420
New +$38.1M ﹤0.01% 841

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Aaron Wealth Advisors's MSCI Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its MSCI (MSCI) stake by 37% in Q2 2026, selling an estimated $186K and leaving 540 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #575.

Aaron Wealth Advisors first reported a position in MSCI in Q1 2022 and has held it in 9 quarters since. The position peaked at $462K in Q1 2026. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Aaron Wealth Advisors held 540 shares of MSCI worth $302K as of Q2 2026.
  • Aaron Wealth Advisors sold 318 MSCI shares in Q2 2026, an estimated $186K.
  • MSCI made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #575 holding.
  • Aaron Wealth Advisors first reported a position in MSCI in Q1 2022 and has held it in 9 quarters since.
  • Aaron Wealth Advisors's MSCI position peaked at $462K in Q1 2026.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.