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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
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

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

Avion Wealth's MSCI Position: Q2 2026 in Review

Avion Wealth increased its MSCI (MSCI) stake by 57% in Q2 2026, buying an estimated $4.67K and bringing the position to 22 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Avion Wealth first reported a position in MSCI in Q1 2023 and has held it in 14 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Avion Wealth held 22 shares of MSCI worth $12K as of Q2 2026.
  • Avion Wealth bought 8 MSCI shares in Q2 2026, an estimated $4.67K.
  • MSCI made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #543 holding.
  • Avion Wealth first reported a position in MSCI in Q1 2023 and has held it in 14 quarters since.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.