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Aviso Financial’s MSCI MSCI Stock Holding History

Aviso Financial’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 		$725K Buy
1,345
+501
+59% +$283K 0.03% 175
2025
Q4 		$484K Sell
844
-15
-2% -$8.41K 0.02% 191
2025
Q3 		$487K Buy
859
+17
+2% +$9.61K 0.02% 198
2025
Q2 		$486K Buy
842
+4
+0.5% +$2.21K 0.02% 198
2025
Q1 		$474K Buy
838
+1
+0.1% +$581 0.02% 198
2024
Q4 		$502K Sell
837
-12
-1% -$7.2K 0.03% 202
2024
Q3 		$495K Buy
849
+44
+5% +$23.9K 0.02% 198
2024
Q2 		$388K Buy
+805
New +$399K 0.02% 198

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

Aviso Financial's MSCI Position: Q1 2026 in Review

Aviso Financial increased its MSCI (MSCI) stake by 59% in Q1 2026, buying an estimated $283K and bringing the position to 1,345 shares worth $725K. The position accounts for 0.03% of the portfolio, ranked #175.

Aviso Financial first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Aviso Financial held 1,345 shares of MSCI worth $725K as of Q1 2026.
  • Aviso Financial bought 501 MSCI shares in Q1 2026, an estimated $283K.
  • MSCI made up 0.03% of Aviso Financial's portfolio in Q1 2026, its #175 holding.
  • Aviso Financial first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Aviso Financial's 13F filing for Q1 2026, filed 14 May 2026.