Arax Advisory Partners’s MSCI MSCI Stock Holding History

Arax Advisory Partners’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	$2.29M	Buy	4,085 +2,586	+173%	+$1.51M	0.02%	793
2026 Q1	$811K	Buy	1,499 +581	+63%	+$328K	0.02%	478
2025 Q4	$527K	Sell	918 -10,020	-92%	-$5.62M	0.02%	572
2025 Q3	$6.21M	Buy	10,938 +10,636	+3,522%	+$6.01M	0.09%	182
2025 Q2	$174K	Buy	302 +23	+8%	+$12.7K	0.01%	701
2025 Q1	$158K	Buy	279 +162	+138%	+$94.2K	0.01%	596
2024 Q4	$70.2K	Buy	117 +21	+22%	+$12.6K	﹤0.01%	791
2024 Q3	$56K	Buy	96 +7	+8%	+$3.79K	0.01%	677
2024 Q2	$42.9K	Buy	89 +48	+117%	+$23.8K	﹤0.01%	719
2024 Q1	$23K	Hold	41	–	–	﹤0.01%	647
2023 Q4	$23.2K	Hold	41	–	–	﹤0.01%	622
2023 Q3	$21K	Buy	+41	New	+$21.5K	﹤0.01%	577
2023 Q2	–	Sell	-6	Closed	-$3.36K	–	1301
2023 Q1	$3.36K	Buy	+6	New	+$3.17K	﹤0.01%	926
2022 Q4	–	Sell	-7	Closed	-$3K	–	1319
2022 Q3	$3K	Hold	7	–	–	﹤0.01%	918
2022 Q2	$3K	Sell	7 -3	-30%	-$1.31K	﹤0.01%	903
2022 Q1	$5K	Sell	10 -40	-80%	-$20.7K	﹤0.01%	777
2021 Q4	$31K	Sell	50 -9	-15%	-$5.64K	﹤0.01%	523
2021 Q3	$36K	Sell	59 -12	-17%	-$7.33K	﹤0.01%	491
2021 Q2	$38K	Buy	+71	New	+$33.8K	0.01%	505

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

Arax Advisory Partners's MSCI Position: Q2 2026 in Review

Arax Advisory Partners increased its MSCI (MSCI) stake by 173% in Q2 2026, buying an estimated $1.51M and bringing the position to 4,085 shares worth $2.29M. The position accounts for 0.02% of the portfolio, ranked #793.

Arax Advisory Partners first reported a position in MSCI in Q2 2021 and has held it in 19 quarters since. The position peaked at $6.21M in Q3 2025. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Arax Advisory Partners held 4,085 shares of MSCI worth $2.29M as of Q2 2026.
Arax Advisory Partners bought 2,586 MSCI shares in Q2 2026, an estimated $1.51M.
MSCI made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #793 holding.
Arax Advisory Partners first reported a position in MSCI in Q2 2021 and has held it in 19 quarters since.
Arax Advisory Partners's MSCI position peaked at $6.21M in Q3 2025.
1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

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