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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
Q2 		$204K Sell
365
-23
-6% -$13.4K ﹤0.01% 1143
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 $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

Ashton Thomas Private Wealth's MSCI Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its MSCI (MSCI) stake by 5.9% in Q2 2026, selling an estimated $13.4K and leaving 365 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

Ashton Thomas Private Wealth first reported a position in MSCI in Q3 2021 and has held it in 5 quarters since. The position peaked at $225K in Q3 2021. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Ashton Thomas Private Wealth held 365 shares of MSCI worth $204K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 23 MSCI shares in Q2 2026, an estimated $13.4K.
  • MSCI made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1143 holding.
  • Ashton Thomas Private Wealth first reported a position in MSCI in Q3 2021 and has held it in 5 quarters since.
  • Ashton Thomas Private Wealth's MSCI position peaked at $225K in Q3 2021.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.