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 Q3	$19.9K	Sell	37 -14	-27%	-$8K	﹤0.01%	445
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

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

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Activest Wealth Management's MSCI Position: Q3 2026 in Review

Activest Wealth Management reduced its MSCI (MSCI) stake by 27% in Q3 2026, selling an estimated $8K and leaving 37 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Activest Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 8 quarters since. The position peaked at $37.2K in Q1 2026. 364 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

Activest Wealth Management held 37 shares of MSCI worth $19.9K as of Q3 2026.
Activest Wealth Management sold 14 MSCI shares in Q3 2026, an estimated $8K.
MSCI made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #445 holding.
Activest Wealth Management first reported a position in MSCI in Q4 2024 and has held it in 8 quarters since.
Activest Wealth Management's MSCI position peaked at $37.2K in Q1 2026.
364 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.