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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
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

BAM Wealth Management's MSCI Position: Q2 2026 in Review

BAM Wealth Management reduced its MSCI (MSCI) stake by 8.1% in Q2 2026, selling an estimated $56.6K and leaving 1,094 shares worth $613K. The position accounts for 0.38% of the portfolio, ranked #73.

BAM Wealth Management first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $767K in Q3 2025. 509 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • BAM Wealth Management held 1,094 shares of MSCI worth $613K as of Q2 2026.
  • BAM Wealth Management sold 97 MSCI shares in Q2 2026, an estimated $56.6K.
  • MSCI made up 0.38% of BAM Wealth Management's portfolio in Q2 2026, its #73 holding.
  • BAM Wealth Management first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since.
  • BAM Wealth Management's MSCI position peaked at $767K in Q3 2025.
  • 509 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.