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Baker Tilly Wealth Management’s MSCI MSCI Stock Holding History

Baker Tilly 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
Q3 		– Sell
-648
Closed -$363K – 302
2026
Q2 		$363K Sell
648
-178
-22% -$104K 0.08% 207
2026
Q1 		$445K Sell
826
-155
-16% -$87.4K 0.11% 170
2025
Q4 		$563K Buy
981
+1
+0.1% +$561 0.14% 145
2025
Q3 		$556K Buy
980
+23
+2% +$13K 0.13% 137
2025
Q2 		$552K Sell
957
-41
-4% -$22.7K 0.2% 110
2025
Q1 		$564K Sell
998
-46
-4% -$26.7K 0.22% 105
2024
Q4 		$626K Buy
1,044
+59
+6% +$35.4K 0.25% 97
2024
Q3 		$574K Buy
985
+176
+22% +$95.4K 0.25% 98
2024
Q2 		$390K Buy
+809
New +$401K 0.16% 156
2023
Q3 		– Sell
-572
Closed -$268K – 523
2023
Q2 		$268K Sell
572
-39
-6% -$19K 0.03% 470
2023
Q1 		$342K Sell
611
-11
-2% -$5.82K 0.04% 424
2022
Q4 		$289K Buy
+622
New +$289K 0.04% 442
2022
Q3 		– Sell
-510
Closed -$210K – 524
2022
Q2 		$210K Sell
510
-225
-31% -$98K 0.03% 463
2022
Q1 		$370K Sell
735
-2,393
-77% -$1.24M 0.04% 404
2021
Q4 		$1.92M Buy
3,128
+474
+18% +$297K 0.21% 96
2021
Q3 		$1.61M Buy
2,654
+343
+15% +$210K 0.21% 95
2021
Q2 		$1.23M Buy
2,311
+229
+11% +$109K 0.2% 113
2021
Q1 		$873K Buy
2,082
+99
+5% +$41.6K 0.18% 139
2020
Q4 		$885K Buy
+1,983
New +$778K 0.27% 91

Other funds holding MSCI

WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
BAM
Bell Asset Management Melbourne, Australia $277M AUM 2.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ECM
Ebert Capital Management Eureka, California $115M AUM 14.35% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Baker Tilly Wealth Management's MSCI Position: Q3 2026 in Review

Baker Tilly Wealth Management sold out of MSCI (MSCI) in Q3 2026, closing a stake of 648 shares — an estimated $363K sold.

Baker Tilly Wealth Management first reported a position in MSCI in Q4 2020 and held it in 19 quarters. The position peaked at $1.92M in Q4 2021. 22 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Baker Tilly Wealth Management reported no remaining MSCI position as of Q3 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 648 MSCI shares in Q3 2026, an estimated $363K.
  • Baker Tilly Wealth Management first reported a position in MSCI in Q4 2020 and held it in 19 quarters.
  • Baker Tilly Wealth Management's MSCI position peaked at $1.92M in Q4 2021.
  • 22 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.