AWM
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Axxcess Wealth Management’s MSCI MSCI Stock Holding History

Axxcess Wealth Management’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 		– Sell
-448
Closed -$257K – 769
2025
Q4 		$257K Sell
448
-149
-25% -$83.6K ﹤0.01% 898
2025
Q3 		$339K Buy
597
+6
+1% +$3.39K 0.01% 719
2025
Q2 		$341K Buy
591
+3
+0.5% +$1.66K 0.01% 689
2025
Q1 		$333K Sell
588
-85
-13% -$49.4K 0.01% 654
2024
Q4 		$404K Buy
673
+4
+0.6% +$2.4K 0.01% 599
2024
Q3 		$390K Buy
669
+32
+5% +$17.4K 0.01% 612
2024
Q2 		$307K Sell
637
-13,468
-95% -$6.68M 0.01% 645
2024
Q1 		$7.91M Buy
14,105
+121
+0.9% +$68K 0.22% 88
2023
Q4 		$7.91M Buy
13,984
+669
+5% +$345K 0.23% 87
2023
Q3 		$6.83M Buy
13,315
+274
+2% +$144K 0.23% 87
2023
Q2 		$6.12M Buy
13,041
+1,520
+13% +$741K 0.44% 51
2023
Q1 		$6.45M Buy
11,521
+39
+0.3% +$20.6K 0.49% 44
2022
Q4 		$5.34M Sell
11,482
-606
-5% -$282K 0.44% 48
2022
Q3 		$5.1M Buy
12,088
+348
+3% +$159K 0.48% 40
2022
Q2 		$4.84M Sell
11,740
-130
-1% -$56.6K 0.45% 51
2022
Q1 		$5.97M Sell
11,870
-1,556
-12% -$807K 0.47% 47
2021
Q4 		$8.22M Buy
+13,426
New +$8.42M 0.6% 29

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

Axxcess Wealth Management's MSCI Position: Q1 2026 in Review

Axxcess Wealth Management sold out of MSCI (MSCI) in Q1 2026, closing a stake of 448 shares — an estimated $257K sold.

Axxcess Wealth Management first reported a position in MSCI in Q4 2021 and held it in 17 quarters. The position peaked at $8.22M in Q4 2021. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Axxcess Wealth Management reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Axxcess Wealth Management sold 448 MSCI shares in Q1 2026, an estimated $257K.
  • Axxcess Wealth Management first reported a position in MSCI in Q4 2021 and held it in 17 quarters.
  • Axxcess Wealth Management's MSCI position peaked at $8.22M in Q4 2021.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.