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Avion Wealth’s MSCI MSCI Stock Holding History

Avion 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
Q3 		$9K Sell
17
-5
-23% -$2.86K ﹤0.01% 606
2026
Q2 		$12K Buy
22
+8
+57% +$4.67K ﹤0.01% 543
2026
Q1 		$7K Sell
14
-1
-7% -$564 ﹤0.01% 584
2025
Q4 		$8K Sell
15
-2
-12% -$1.12K ﹤0.01% 554
2025
Q3 		$9K Sell
17
-2
-11% -$1.13K ﹤0.01% 513
2025
Q2 		$10K Buy
19
+5
+36% +$2.77K ﹤0.01% 474
2025
Q1 		$8K Hold
14
– – ﹤0.01% 443
2024
Q4 		$8K Buy
14
+1
+8% +$600 ﹤0.01% 442
2024
Q3 		$7K Buy
13
+4
+44% +$2.17K ﹤0.01% 452
2024
Q2 		$4K Buy
9
+2
+29% +$992 ﹤0.01% 518
2024
Q1 		$4K Buy
7
+1
+17% +$562 ﹤0.01% 509
2023
Q4 		$3K Buy
6
+2
+50% +$1.03K ﹤0.01% 498
2023
Q3 		$2K Buy
4
+2
+100% +$1.05K ﹤0.01% 503
2023
Q2 		$0 Sell
2
-1
-33% -$488 ﹤0.01% 930
2023
Q1 		$1K Buy
+3
New +$1.59K ﹤0.01% 462

Other funds holding MSCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Avion Wealth's MSCI Position: Q3 2026 in Review

Avion Wealth reduced its MSCI (MSCI) stake by 23% in Q3 2026, selling an estimated $2.86K and leaving 17 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Avion Wealth first reported a position in MSCI in Q1 2023 and has held it in 15 quarters since. The position peaked at $12K in Q2 2026. 611 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Avion Wealth held 17 shares of MSCI worth $9K as of Q3 2026.
  • Avion Wealth sold 5 MSCI shares in Q3 2026, an estimated $2.86K.
  • MSCI made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #606 holding.
  • Avion Wealth first reported a position in MSCI in Q1 2023 and has held it in 15 quarters since.
  • Avion Wealth's MSCI position peaked at $12K in Q2 2026.
  • 611 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.