BC
MSCI icon

Barrett & Company’s MSCI MSCI Stock Holding History

Barrett & Company’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 		$23.9K Buy
+43
New +$25.1K 0.01% 403
2024
Q3 		– Sell
-106
Closed -$51.2K – 592
2024
Q2 		$51.2K Hold
106
– – 0.02% 262
2024
Q1 		$59.5K Hold
106
– – 0.03% 251
2023
Q4 		$60K Hold
106
– – 0.03% 232
2023
Q3 		$54.4K Hold
106
– – 0.03% 239
2023
Q2 		$49.7K Hold
106
– – 0.03% 251
2023
Q1 		$59.2K Hold
106
– – 0.04% 229
2022
Q4 		$49.2K Hold
106
– – 0.03% 233
2022
Q3 		$49.2K Buy
+106
New +$48.5K 0.03% 233

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

Barrett & Company's MSCI Position: Q2 2026 in Review

Barrett & Company opened a new position in MSCI (MSCI) in Q2 2026: 43 shares worth $23.9K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Barrett & Company previously reported a position in MSCI as recently as Q2 2024.

Barrett & Company first reported a position in MSCI in Q3 2022 and has held it in 9 quarters since. The position peaked at $60K in Q4 2023. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Barrett & Company held 43 shares of MSCI worth $23.9K as of Q2 2026.
  • MSCI was a new Barrett & Company position in Q2 2026.
  • MSCI made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #403 holding.
  • Barrett & Company first reported a position in MSCI in Q3 2022 and has held it in 9 quarters since.
  • Barrett & Company's MSCI position peaked at $60K in Q4 2023.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.