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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
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

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

Baker Tilly Wealth Management's MSCI Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its MSCI (MSCI) stake by 22% in Q2 2026, selling an estimated $104K and leaving 648 shares worth $363K. The position accounts for 0.08% of the portfolio, ranked #207.

Baker Tilly Wealth Management first reported a position in MSCI in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.92M in Q4 2021. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Baker Tilly Wealth Management held 648 shares of MSCI worth $363K as of Q2 2026.
  • Baker Tilly Wealth Management sold 178 MSCI shares in Q2 2026, an estimated $104K.
  • MSCI made up 0.08% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Baker Tilly Wealth Management first reported a position in MSCI in Q4 2020 and has held it in 19 quarters since.
  • Baker Tilly Wealth Management's MSCI position peaked at $1.92M in Q4 2021.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.