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Advisor OS’s MSCI MSCI Stock Holding History

Advisor OS’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
-396
Closed -$213K – 609
2026
Q1 		$213K Buy
396
+9
+2% +$5.08K 0.02% 525
2025
Q4 		$222K Buy
387
+7
+2% +$3.93K 0.02% 446
2025
Q3 		$216K Sell
380
-15
-4% -$8.48K 0.02% 439
2025
Q2 		$228K Sell
395
-782
-66% -$433K 0.02% 408
2025
Q1 		$665K Sell
1,177
-260
-18% -$151K 0.08% 185
2024
Q4 		$862K Sell
1,437
-709
-33% -$425K 0.1% 142
2024
Q3 		$1.25M Sell
2,146
-269
-11% -$146K 0.12% 128
2024
Q2 		$1.16M Buy
2,415
+58
+2% +$28.8K 0.13% 133
2024
Q1 		$1.32M Buy
2,357
+188
+9% +$106K 0.15% 122
2023
Q4 		$1.23M Sell
2,169
-423
-16% -$218K 0.16% 117
2023
Q3 		$1.33M Buy
2,592
+77
+3% +$40.5K 0.2% 91
2023
Q2 		$1.18M Buy
2,515
+140
+6% +$68.3K 0.19% 103
2023
Q1 		$1.33M Buy
2,375
+66
+3% +$34.9K 0.32% 75
2022
Q4 		$1.07M Buy
2,309
+276
+14% +$128K 0.29% 87
2022
Q3 		$857K Sell
2,033
-215
-10% -$98.4K 0.26% 80
2022
Q2 		$927K Sell
2,248
-590
-21% -$257K 0.27% 84
2022
Q1 		$1.43M Sell
2,838
-1,820
-39% -$944K 0.41% 57
2021
Q4 		$2.85M Buy
4,658
+257
+6% +$161K 0.58% 42
2021
Q3 		$2.68M Buy
4,401
+235
+6% +$144K 0.58% 36
2021
Q2 		$2.22M Buy
4,166
+1,138
+38% +$542K 0.46% 42
2021
Q1 		$1.27M Buy
3,028
+2,161
+249% +$908K 0.29% 63
2020
Q4 		$388K Buy
867
+198
+30% +$77.7K 0.1% 96
2020
Q3 		$238K Buy
+669
New +$243K 0.1% 93

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

Advisor OS's MSCI Position: Q2 2026 in Review

Advisor OS sold out of MSCI (MSCI) in Q2 2026, closing a stake of 396 shares — an estimated $213K sold.

Advisor OS first reported a position in MSCI in Q3 2020 and held it in 23 quarters. The position peaked at $2.85M in Q4 2021. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Advisor OS reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Advisor OS sold 396 MSCI shares in Q2 2026, an estimated $213K.
  • Advisor OS first reported a position in MSCI in Q3 2020 and held it in 23 quarters.
  • Advisor OS's MSCI position peaked at $2.85M in Q4 2021.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.