Bartlett & Co Wealth Management’s MSCI MSCI Stock Holding History

Bartlett & Co 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	$5.04K	Buy	9 +3	+50%	+$1.75K	﹤0.01%	1096
2026 Q1	$3.49K	Buy	6 +1	+20%	+$564	﹤0.01%	1057
2025 Q4	$2.87K	Hold	5	–	–	﹤0.01%	1094
2025 Q3	$2.84K	Buy	5 +4	+400%	+$2.26K	﹤0.01%	1069
2025 Q2	$577	Buy	+1	New	+$553	﹤0.01%	1163
2022 Q4	–	Sell	-4	Closed	-$1.69K	–	1166
2022 Q3	$1.69K	Sell	4 -6	-60%	-$2.75K	﹤0.01%	1067
2022 Q2	$4.12K	Buy	+10	New	+$4.35K	﹤0.01%	1061
2021 Q3	–	Sell	-1	Closed	-$533	–	1022
2021 Q2	$533	Hold	1	–	–	﹤0.01%	1021
2021 Q1	$419	Hold	1	–	–	﹤0.01%	1064
2020 Q4	$447	Buy	+1	New	+$392	﹤0.01%	1164

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bartlett & Co Wealth Management's MSCI Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its MSCI (MSCI) stake by 50% in Q2 2026, buying an estimated $1.75K and bringing the position to 9 shares worth $5.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1096.

Bartlett & Co Wealth Management first reported a position in MSCI in Q4 2020 and has held it in 10 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Bartlett & Co Wealth Management held 9 shares of MSCI worth $5.04K as of Q2 2026.
Bartlett & Co Wealth Management bought 3 MSCI shares in Q2 2026, an estimated $1.75K.
MSCI made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1096 holding.
Bartlett & Co Wealth Management first reported a position in MSCI in Q4 2020 and has held it in 10 quarters since.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.