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Basecamp Wealth Advisors’s MSCI MSCI Stock Holding History

Basecamp Wealth Advisors’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 		$47.6K Hold
85
– – 0.01% 556
2026
Q1 		$45.8K Sell
85
-2
-2% -$1.13K 0.01% 575
2025
Q4 		$49.9K Buy
+87
New +$48.8K 0.01% 536

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

Basecamp Wealth Advisors's MSCI Position: Q2 2026 in Review

Basecamp Wealth Advisors held its MSCI (MSCI) position steady in Q2 2026 at 85 shares worth $47.6K. The position accounts for 0.01% of the portfolio, ranked #556.

Basecamp Wealth Advisors first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $49.9K in Q4 2025. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Basecamp Wealth Advisors held 85 shares of MSCI worth $47.6K as of Q2 2026.
  • Basecamp Wealth Advisors left its MSCI share count unchanged in Q2 2026.
  • MSCI made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #556 holding.
  • Basecamp Wealth Advisors first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's MSCI position peaked at $49.9K in Q4 2025.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.