Balance Wealth
MSCI icon

Balance Wealth’s MSCI MSCI Stock Holding History

Balance Wealth’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 		$3.71K Buy
+7
New +$4K ﹤0.01% 688

Other funds holding MSCI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Balance Wealth's MSCI Position: Q3 2026 in Review

Balance Wealth opened a new position in MSCI (MSCI) in Q3 2026: 7 shares worth $3.71K. The stake represents ﹤0.01% of the portfolio and ranks #688 among its holdings.

868 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Balance Wealth held 7 shares of MSCI worth $3.71K as of Q3 2026.
  • MSCI was a new Balance Wealth position in Q3 2026.
  • MSCI made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #688 holding.
  • 868 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.