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B.O.S.S. Retirement Advisors’s MSCI MSCI Stock Holding History

B.O.S.S. Retirement Advisors’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
-509
Closed -$292K – 190
2025
Q4 		$292K Sell
509
-812
-61% -$455K 0.09% 137
2025
Q3 		$750K Sell
1,321
-82
-6% -$46.4K 0.18% 101
2025
Q2 		$809K Sell
1,403
-100
-7% -$55.3K 0.2% 102
2025
Q1 		$850K Sell
1,503
-99
-6% -$57.5K 0.25% 78
2024
Q4 		$961K Buy
+1,602
New +$961K 0.27% 75
2024
Q1 		– Sell
-2,071
Closed -$1.17M – 194
2023
Q4 		$1.17M Sell
2,071
-13
-0.6% -$6.71K 0.23% 144
2023
Q3 		$1.07M Buy
2,084
+96
+5% +$50.4K 0.23% 158
2023
Q2 		$933K Buy
1,988
+424
+27% +$207K 0.2% 162
2023
Q1 		$875K Sell
1,564
-17
-1% -$8.99K 0.21% 150
2022
Q4 		$735K Buy
+1,581
New +$736K 0.19% 151

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

B.O.S.S. Retirement Advisors's MSCI Position: Q1 2026 in Review

B.O.S.S. Retirement Advisors sold out of MSCI (MSCI) in Q1 2026, closing a stake of 509 shares — an estimated $292K sold.

B.O.S.S. Retirement Advisors first reported a position in MSCI in Q4 2022 and held it in 10 quarters. The position peaked at $1.17M in Q4 2023. 1,063 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • B.O.S.S. Retirement Advisors reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 509 MSCI shares in Q1 2026, an estimated $292K.
  • B.O.S.S. Retirement Advisors first reported a position in MSCI in Q4 2022 and held it in 10 quarters.
  • B.O.S.S. Retirement Advisors's MSCI position peaked at $1.17M in Q4 2023.
  • 1,063 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.