BAM Wealth Management
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BAM Wealth Management’s MSCI MSCI Stock Holding History

BAM 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 		$562K Sell
1,044
-50
-5% -$28.6K 0.3% 84
2026
Q2 		$613K Sell
1,094
-97
-8% -$56.6K 0.38% 73
2026
Q1 		$642K Sell
1,191
-67
-5% -$37.8K 0.48% 62
2025
Q4 		$722K Sell
1,258
-94
-7% -$52.7K 0.52% 55
2025
Q3 		$767K Buy
+1,352
New +$764K 0.59% 44

Other funds holding MSCI

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
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

BAM Wealth Management's MSCI Position: Q3 2026 in Review

BAM Wealth Management reduced its MSCI (MSCI) stake by 4.6% in Q3 2026, selling an estimated $28.6K and leaving 1,044 shares worth $562K. The position accounts for 0.3% of the portfolio, ranked #84.

BAM Wealth Management first reported a position in MSCI in Q3 2025 and has held it in 5 quarters since. The position peaked at $767K in Q3 2025. 501 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • BAM Wealth Management held 1,044 shares of MSCI worth $562K as of Q3 2026.
  • BAM Wealth Management sold 50 MSCI shares in Q3 2026, an estimated $28.6K.
  • MSCI made up 0.3% of BAM Wealth Management's portfolio in Q3 2026, its #84 holding.
  • BAM Wealth Management first reported a position in MSCI in Q3 2025 and has held it in 5 quarters since.
  • BAM Wealth Management's MSCI position peaked at $767K in Q3 2025.
  • 501 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.