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Beacon Investment Advisory Services’s MSCI MSCI Stock Holding History

Beacon Investment Advisory 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 		$84K Buy
150
+5
+3% +$2.92K ﹤0.01% 359
2026
Q1 		$78.2K Buy
+145
New +$81.8K ﹤0.01% 362

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

Beacon Investment Advisory Services's MSCI Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its MSCI (MSCI) stake by 3.4% in Q2 2026, buying an estimated $2.92K and bringing the position to 150 shares worth $84K. The position accounts for ﹤0.01% of the portfolio, ranked #359.

Beacon Investment Advisory Services first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Beacon Investment Advisory Services held 150 shares of MSCI worth $84K as of Q2 2026.
  • Beacon Investment Advisory Services bought 5 MSCI shares in Q2 2026, an estimated $2.92K.
  • MSCI made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #359 holding.
  • Beacon Investment Advisory Services first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.