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Bare Financial Services’s MSCI MSCI Stock Holding History

Bare Financial Services’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 		$3.92K Hold
7
– – ﹤0.01% 941
2026
Q1 		$3.77K Sell
7
-3
-30% -$1.69K ﹤0.01% 767
2025
Q4 		$5.74K Buy
10
+1
+11% +$561 ﹤0.01% 487
2025
Q3 		$5.11K Buy
9
+2
+29% +$1.13K ﹤0.01% 523
2025
Q2 		$4.04K Buy
7
+6
+600% +$3.32K ﹤0.01% 586
2025
Q1 		$566 Buy
+1
New +$581 ﹤0.01% 741

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

Bare Financial Services's MSCI Position: Q2 2026 in Review

Bare Financial Services held its MSCI (MSCI) position steady in Q2 2026 at 7 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Bare Financial Services first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.74K in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Bare Financial Services held 7 shares of MSCI worth $3.92K as of Q2 2026.
  • Bare Financial Services left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #941 holding.
  • Bare Financial Services first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's MSCI position peaked at $5.74K in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.