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Arkadios Wealth Advisors’s MSCI MSCI Stock Holding History

Arkadios Wealth Advisors’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 		$396K Sell
736
-149
-17% -$84K 0.01% 1220
2025
Q4 		$508K Buy
885
+97
+12% +$54.4K 0.01% 1000
2025
Q3 		$447K Buy
788
+268
+52% +$151K 0.01% 981
2025
Q2 		$300K Sell
520
-80
-13% -$44.3K 0.01% 1061
2025
Q1 		$339K Buy
600
+217
+57% +$126K 0.01% 861
2024
Q4 		$230K Buy
+383
New +$230K 0.01% 815
2024
Q2 		– Sell
-390
Closed -$219K – 895
2024
Q1 		$219K Sell
390
-359
-48% -$202K 0.02% 632
2023
Q4 		$424K Buy
749
+51
+7% +$26.3K 0.04% 412
2023
Q3 		$358K Sell
698
-3
-0.4% -$1.58K 0.03% 427
2023
Q2 		$329K Buy
+701
New +$342K 0.04% 421
2021
Q4 		– Sell
-112
Closed -$68K – 1314
2021
Q3 		$68K Sell
112
-14
-11% -$8.55K 0.01% 790
2021
Q2 		$67K Buy
126
+60
+91% +$28.6K 0.01% 841
2021
Q1 		$27K Hold
66
– – ﹤0.01% 884
2020
Q4 		$29K Sell
66
-61
-48% -$23.9K 0.01% 664
2020
Q3 		$46.4K Buy
127
+5
+4% +$1.81K 0.02% 431
2020
Q2 		$45K Buy
122
+64
+110% +$20.7K 0.03% 394
2020
Q1 		$16.8K Hold
58
– – 0.01% 523
2019
Q4 		$18.2K Buy
+58
New +$14.1K 0.01% 476

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

Arkadios Wealth Advisors's MSCI Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its MSCI (MSCI) stake by 17% in Q1 2026, selling an estimated $84K and leaving 736 shares worth $396K. The position accounts for 0.01% of the portfolio, ranked #1220.

Arkadios Wealth Advisors first reported a position in MSCI in Q4 2019 and has held it in 18 quarters since. The position peaked at $508K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Arkadios Wealth Advisors held 736 shares of MSCI worth $396K as of Q1 2026.
  • Arkadios Wealth Advisors sold 149 MSCI shares in Q1 2026, an estimated $84K.
  • MSCI made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1220 holding.
  • Arkadios Wealth Advisors first reported a position in MSCI in Q4 2019 and has held it in 18 quarters since.
  • Arkadios Wealth Advisors's MSCI position peaked at $508K in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.