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Ashton Thomas Private Wealth’s MSCI MSCI Stock Holding History

Ashton Thomas Private Wealth’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 		$209K Buy
+388
New +$219K ﹤0.01% 1025
2024
Q3 		– Sell
-232
Closed -$112K – 1363
2024
Q2 		$112K Buy
+232
New +$115K 0.01% 724
2022
Q1 		– Sell
-363
Closed -$222K – 484
2021
Q4 		$222K Sell
363
-7
-2% -$4.39K 0.02% 423
2021
Q3 		$225K Buy
+370
New +$226K 0.03% 341

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

Ashton Thomas Private Wealth's MSCI Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in MSCI (MSCI) in Q1 2026: 388 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1025 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in MSCI as recently as Q2 2024.

Ashton Thomas Private Wealth first reported a position in MSCI in Q3 2021 and has held it in 4 quarters since. The position peaked at $225K in Q3 2021. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Ashton Thomas Private Wealth held 388 shares of MSCI worth $209K as of Q1 2026.
  • MSCI was a new Ashton Thomas Private Wealth position in Q1 2026.
  • MSCI made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #1025 holding.
  • Ashton Thomas Private Wealth first reported a position in MSCI in Q3 2021 and has held it in 4 quarters since.
  • Ashton Thomas Private Wealth's MSCI position peaked at $225K in Q3 2021.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.