AWM
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AE Wealth Management’s MSCI MSCI Stock Holding History

AE 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
Q1 		$274K Sell
508
-1,488
-75% -$839K ﹤0.01% 1433
2025
Q4 		$1.15M Sell
1,996
-124
-6% -$69.5K 0.01% 762
2025
Q3 		$1.2M Sell
2,120
-93
-4% -$52.6K 0.01% 709
2025
Q2 		$1.28M Sell
2,213
-201
-8% -$111K 0.01% 661
2025
Q1 		$1.37M Sell
2,414
-343
-12% -$199K 0.01% 628
2024
Q4 		$1.65M Sell
2,757
-283
-9% -$170K 0.01% 585
2024
Q3 		$1.77M Sell
3,040
-416
-12% -$226K 0.02% 565
2024
Q2 		$1.66M Buy
3,456
+620
+22% +$308K 0.02% 570
2024
Q1 		$1.59M Sell
2,836
-7,489
-73% -$4.21M 0.02% 551
2023
Q4 		$5.67M Sell
10,325
-594
-5% -$307K 0.03% 555
2023
Q3 		$5.6M Buy
10,919
+304
+3% +$160K 0.03% 514
2023
Q2 		$4.98M Buy
10,615
+2,309
+28% +$1.13M 0.03% 535
2023
Q1 		$4.65M Sell
8,306
-124
-1% -$65.6K 0.03% 525
2022
Q4 		$3.92M Sell
8,430
-323
-4% -$150K 0.03% 541
2022
Q3 		$3.69M Sell
8,753
-872
-9% -$399K 0.03% 497
2022
Q2 		$3.97M Sell
9,625
-98
-1% -$42.7K 0.03% 453
2022
Q1 		$4.89M Sell
9,723
-143
-1% -$74.2K 0.03% 446
2021
Q4 		$6.04M Sell
9,866
-717
-7% -$450K 0.04% 384
2021
Q3 		$6.44M Buy
10,583
+783
+8% +$478K 0.05% 322
2021
Q2 		$5.22M Buy
9,800
+1,082
+12% +$516K 0.05% 355
2021
Q1 		$3.65M Buy
8,718
+2,154
+33% +$905K 0.04% 390
2020
Q4 		$2.93M Buy
6,564
+1,969
+43% +$773K 0.03% 381
2020
Q3 		$1.64M Buy
4,595
+1,600
+53% +$581K 0.02% 488
2020
Q2 		$1M Buy
2,995
+1,748
+140% +$565K 0.02% 621
2020
Q1 		$360K Buy
1,247
+277
+29% +$78.5K 0.01% 814
2019
Q4 		$251K Buy
+970
New +$236K 0.01% 976

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

AE Wealth Management's MSCI Position: Q1 2026 in Review

AE Wealth Management reduced its MSCI (MSCI) stake by 75% in Q1 2026, selling an estimated $839K and leaving 508 shares worth $274K. The position accounts for ﹤0.01% of the portfolio, ranked #1433.

AE Wealth Management first reported a position in MSCI in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.44M in Q3 2021. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • AE Wealth Management held 508 shares of MSCI worth $274K as of Q1 2026.
  • AE Wealth Management sold 1,488 MSCI shares in Q1 2026, an estimated $839K.
  • MSCI made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1433 holding.
  • AE Wealth Management first reported a position in MSCI in Q4 2019 and has held it in 26 quarters since.
  • AE Wealth Management's MSCI position peaked at $6.44M in Q3 2021.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.