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Advocacy Wealth Management Services’s MSCI MSCI Stock Holding History

Advocacy Wealth Management Services’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 		$1.26M Buy
2,256
+568
+34% +$331K 0.05% 91
2026
Q1 		$910K Buy
+1,688
New +$952K 0.04% 103

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

Advocacy Wealth Management Services's MSCI Position: Q2 2026 in Review

Advocacy Wealth Management Services increased its MSCI (MSCI) stake by 34% in Q2 2026, buying an estimated $331K and bringing the position to 2,256 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #91.

Advocacy Wealth Management Services first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Advocacy Wealth Management Services held 2,256 shares of MSCI worth $1.26M as of Q2 2026.
  • Advocacy Wealth Management Services bought 568 MSCI shares in Q2 2026, an estimated $331K.
  • MSCI made up 0.05% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #91 holding.
  • Advocacy Wealth Management Services first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.