Alliance Wealth Advisors (Utah)’s MSCI MSCI Stock Holding History

Alliance Wealth Advisors (Utah)’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	$386K	Sell	689 -292	-30%	-$170K	0.07%	165
2026 Q1	$529K	Sell	981 -838	-46%	-$473K	0.11%	129
2025 Q4	$1.04M	Sell	1,819 -1,547	-46%	-$868K	0.23%	97
2025 Q3	$1.91M	Sell	3,366 -889	-21%	-$503K	0.45%	68
2025 Q2	$2.45M	Sell	4,255 -396	-9%	-$219K	0.59%	55
2025 Q1	$2.63M	Sell	4,651 -393	-8%	-$228K	0.69%	50
2024 Q4	$3.03M	Sell	5,044 -341	-6%	-$205K	0.78%	41
2024 Q3	$3.14M	Buy	5,385 +1,880	+54%	+$1.02M	0.83%	45
2024 Q2	$1.69M	Buy	+3,505	New	+$1.74M	0.5%	61

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s MSCI Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its MSCI (MSCI) stake by 30% in Q2 2026, selling an estimated $170K and leaving 689 shares worth $386K. The position accounts for 0.07% of the portfolio, ranked #165.

Alliance Wealth Advisors (Utah) first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.14M in Q3 2024. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Alliance Wealth Advisors (Utah) held 689 shares of MSCI worth $386K as of Q2 2026.
Alliance Wealth Advisors (Utah) sold 292 MSCI shares in Q2 2026, an estimated $170K.
MSCI made up 0.07% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #165 holding.
Alliance Wealth Advisors (Utah) first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since.
Alliance Wealth Advisors (Utah)'s MSCI position peaked at $3.14M in Q3 2024.
1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.