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Arlington Trust’s MSCI MSCI Stock Holding History

Arlington Trust’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 		– Sell
-24
Closed -$12.9K – 882
2026
Q1 		$12.9K Buy
+24
New +$13.5K ﹤0.01% 397
2025
Q4 		– Sell
-80
Closed -$45.4K – 568
2025
Q3 		$45.4K Hold
80
– – 0.01% 369
2025
Q2 		$46.1K Hold
80
– – 0.01% 365
2025
Q1 		$45.2K Hold
80
– – 0.01% 368
2024
Q4 		$48K Hold
80
– – 0.01% 351
2024
Q3 		$46.6K Hold
80
– – 0.01% 339
2024
Q2 		$38.5K Sell
80
-63
-44% -$31.3K 0.01% 351
2024
Q1 		$80.1K Sell
143
-6
-4% -$3.37K 0.02% 241
2023
Q4 		$84.3K Buy
149
+61
+69% +$31.5K 0.02% 230
2023
Q3 		$45.2K Buy
+88
New +$46.2K 0.02% 139

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

Arlington Trust's MSCI Position: Q2 2026 in Review

Arlington Trust sold out of MSCI (MSCI) in Q2 2026, closing a stake of 24 shares — an estimated $12.9K sold.

Arlington Trust first reported a position in MSCI in Q3 2023 and held it in 10 quarters. The position peaked at $84.3K in Q4 2023. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Arlington Trust reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Arlington Trust sold 24 MSCI shares in Q2 2026, an estimated $12.9K.
  • Arlington Trust first reported a position in MSCI in Q3 2023 and held it in 10 quarters.
  • Arlington Trust's MSCI position peaked at $84.3K in Q4 2023.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.