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Advisory Advocates’s MSCI MSCI Stock Holding History

Advisory Advocates’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 		$824K Sell
1,472
-53
-3% -$30.9K 0.71% 32
2026
Q1 		$822K Buy
1,525
+9
+0.6% +$5.08K 0.84% 37
2025
Q4 		$870K Buy
+1,516
New +$850K 0.87% 36

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Advisory Advocates's MSCI Position: Q2 2026 in Review

Advisory Advocates reduced its MSCI (MSCI) stake by 3.5% in Q2 2026, selling an estimated $30.9K and leaving 1,472 shares worth $824K. The position accounts for 0.71% of the portfolio, ranked #32.

Advisory Advocates first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $870K in Q4 2025. 1,016 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Advisory Advocates held 1,472 shares of MSCI worth $824K as of Q2 2026.
  • Advisory Advocates sold 53 MSCI shares in Q2 2026, an estimated $30.9K.
  • MSCI made up 0.71% of Advisory Advocates's portfolio in Q2 2026, its #32 holding.
  • Advisory Advocates first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's MSCI position peaked at $870K in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.