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Advisornet Financial’s MSCI MSCI Stock Holding History

Advisornet Financial’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
Q1 		$13.5K Hold
25
– – ﹤0.01% 1448
2025
Q4 		$14.3K Buy
25
+1
+4% +$561 ﹤0.01% 1431
2025
Q3 		$13.6K Sell
24
-1
-4% -$565 ﹤0.01% 1426
2025
Q2 		$14.4K Sell
25
-8
-24% -$4.43K ﹤0.01% 1377
2025
Q1 		$18.7K Hold
33
– – ﹤0.01% 1221
2024
Q4 		$19.8K Sell
33
-14
-30% -$8.4K ﹤0.01% 1141
2024
Q3 		$27.4K Buy
47
+3
+7% +$1.63K ﹤0.01% 1090
2024
Q2 		$21.2K Sell
44
-9
-17% -$4.47K ﹤0.01% 1080
2024
Q1 		$29.7K Buy
53
+23
+77% +$12.9K ﹤0.01% 972
2023
Q4 		$17K Buy
30
+9
+43% +$4.65K ﹤0.01% 1143
2023
Q3 		$10.8K Sell
21
-35
-63% -$18.4K ﹤0.01% 1227
2023
Q2 		$26.3K Sell
56
-27
-33% -$13.2K ﹤0.01% 1000
2023
Q1 		$46.5K Buy
83
+3
+4% +$1.59K ﹤0.01% 816
2022
Q4 		$37.2K Buy
80
+12
+18% +$5.58K ﹤0.01% 870
2022
Q3 		$29K Buy
68
+4
+6% +$1.83K ﹤0.01% 999
2022
Q2 		$26K Buy
64
+41
+178% +$17.9K ﹤0.01% 1046
2022
Q1 		$12K Sell
23
-26
-53% -$13.5K ﹤0.01% 1395
2021
Q4 		$30K Buy
49
+26
+113% +$16.3K ﹤0.01% 1173
2021
Q3 		$14K Buy
23
+4
+21% +$2.44K ﹤0.01% 1363
2021
Q2 		$10K Hold
19
– – ﹤0.01% 1418
2021
Q1 		$8K Sell
19
-5
-21% -$2.1K ﹤0.01% 1422
2020
Q4 		$11K Buy
24
+1
+4% +$392 ﹤0.01% 1267
2020
Q3 		$8K Buy
+23
New +$8.35K ﹤0.01% 1336
2020
Q1 		– Sell
-100
Closed -$26K – 1882
2019
Q4 		$26K Hold
100
– – ﹤0.01% 1107
2019
Q3 		$22K Buy
100
+77
+335% +$17.8K ﹤0.01% 1162
2019
Q2 		$5K Buy
+23
New +$5.16K ﹤0.01% 1396

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Advisornet Financial's MSCI Position: Q1 2026 in Review

Advisornet Financial held its MSCI (MSCI) position steady in Q1 2026 at 25 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Advisornet Financial first reported a position in MSCI in Q2 2019 and has held it in 26 quarters since. The position peaked at $46.5K in Q1 2023. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Advisornet Financial held 25 shares of MSCI worth $13.5K as of Q1 2026.
  • Advisornet Financial left its MSCI share count unchanged in Q1 2026.
  • MSCI made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1448 holding.
  • Advisornet Financial first reported a position in MSCI in Q2 2019 and has held it in 26 quarters since.
  • Advisornet Financial's MSCI position peaked at $46.5K in Q1 2023.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.