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Activest Wealth Management’s MSCI MSCI Stock Holding History

Activest 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 		$28.6K Sell
51
-18
-26% -$10.5K 0.01% 367
2026
Q1 		$37.2K Buy
69
+42
+156% +$23.7K 0.01% 389
2025
Q4 		$15.5K Buy
27
+24
+800% +$13.5K ﹤0.01% 572
2025
Q3 		$1.7K Buy
3
+1
+50% +$565 ﹤0.01% 802
2025
Q2 		$1.15K Sell
2
-2
-50% -$1.11K ﹤0.01% 757
2025
Q1 		$2.26K Buy
4
+3
+300% +$1.74K ﹤0.01% 641
2024
Q4 		$600 Buy
+1
New +$600 ﹤0.01% 511

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

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

Activest Wealth Management reduced its MSCI (MSCI) stake by 26% in Q2 2026, selling an estimated $10.5K and leaving 51 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #367.

Activest Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $37.2K in Q1 2026. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Activest Wealth Management held 51 shares of MSCI worth $28.6K as of Q2 2026.
  • Activest Wealth Management sold 18 MSCI shares in Q2 2026, an estimated $10.5K.
  • MSCI made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #367 holding.
  • Activest Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • Activest Wealth Management's MSCI position peaked at $37.2K in Q1 2026.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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