AWM
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Accurate Wealth Management’s MSCI MSCI Stock Holding History

Accurate 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 		– Sell
-2,434
Closed -$1.31M – 597
2026
Q1 		$1.31M Buy
+2,434
New +$1.37M 0.16% 144
2025
Q4 		– Sell
-4,732
Closed -$2.62M – 525
2025
Q3 		$2.62M Sell
4,732
-121
-2% -$68.4K 0.35% 68
2025
Q2 		$2.82M Buy
+4,853
New +$2.69M 0.43% 53
2023
Q1 		– Sell
-56
Closed -$27.3K – 964
2022
Q4 		$27.3K Buy
+56
New +$26.1K 0.01% 592

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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

Accurate Wealth Management sold out of MSCI (MSCI) in Q2 2026, closing a stake of 2,434 shares — an estimated $1.31M sold.

Accurate Wealth Management first reported a position in MSCI in Q4 2022 and held it in 4 quarters. The position peaked at $2.82M in Q2 2025. 279 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Accurate Wealth Management reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 2,434 MSCI shares in Q2 2026, an estimated $1.31M.
  • Accurate Wealth Management first reported a position in MSCI in Q4 2022 and held it in 4 quarters.
  • Accurate Wealth Management's MSCI position peaked at $2.82M in Q2 2025.
  • 279 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.