Abound Wealth Management’s MSCI MSCI Stock Holding History

Abound Wealth Management’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	$7.3K	Sell	13 -7	-35%	-$4.08K	﹤0.01%	532
2026 Q1	$10.8K	Sell	20 -1	-5%	-$564	﹤0.01%	528
2025 Q4	$12.1K	Buy	21 +12	+133%	+$6.73K	﹤0.01%	467
2025 Q3	$5.11K	Hold	9	–	–	﹤0.01%	638
2025 Q2	$5.19K	Hold	9	–	–	﹤0.01%	569
2025 Q1	$5.09K	Hold	9	–	–	﹤0.01%	532
2024 Q4	$5.4K	Hold	9	–	–	﹤0.01%	506
2024 Q3	$5.25K	Hold	9	–	–	﹤0.01%	542
2024 Q2	$4.34K	Sell	9 -9	-50%	-$4.47K	﹤0.01%	531
2024 Q1	$10.1K	Buy	18 +6	+50%	+$3.37K	﹤0.01%	372
2023 Q4	$6.79K	Hold	12	–	–	﹤0.01%	441
2023 Q3	$6.16K	Buy	12 +1	+9%	+$525	﹤0.01%	419
2023 Q2	$5.17K	Hold	11	–	–	﹤0.01%	476
2023 Q1	$6.16K	Buy	11 +4	+57%	+$2.12K	﹤0.01%	359
2022 Q4	$3.26K	Hold	7	–	–	﹤0.01%	431
2022 Q3	$2.96K	Buy	+7	New	+$3.2K	﹤0.01%	428

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Abound Wealth Management's MSCI Position: Q2 2026 in Review

Abound Wealth Management reduced its MSCI (MSCI) stake by 35% in Q2 2026, selling an estimated $4.08K and leaving 13 shares worth $7.3K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Abound Wealth Management first reported a position in MSCI in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.1K in Q4 2025. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Abound Wealth Management held 13 shares of MSCI worth $7.3K as of Q2 2026.
Abound Wealth Management sold 7 MSCI shares in Q2 2026, an estimated $4.08K.
MSCI made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #532 holding.
Abound Wealth Management first reported a position in MSCI in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's MSCI position peaked at $12.1K in Q4 2025.
1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.