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Beacon Pointe Advisors’s MSCI MSCI Stock Holding History

Beacon Pointe 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 		$1.54M Sell
2,748
-803
-23% -$469K 0.01% 857
2026
Q1 		$1.91M Buy
3,551
+2,257
+174% +$1.27M 0.01% 746
2025
Q4 		$742K Sell
1,294
-27
-2% -$15.1K 0.01% 928
2025
Q3 		$749K Buy
1,321
+422
+47% +$239K 0.01% 863
2025
Q2 		$518K Sell
899
-423
-32% -$234K 0.01% 871
2025
Q1 		$748K Buy
1,322
+512
+63% +$298K 0.01% 715
2024
Q4 		$486K Sell
810
-117
-13% -$70.2K 0.01% 842
2024
Q3 		$540K Sell
927
-215
-19% -$117K 0.01% 820
2024
Q2 		$550K Buy
1,142
+38
+3% +$18.9K 0.01% 840
2024
Q1 		$619K Sell
1,104
-322
-23% -$181K 0.01% 837
2023
Q4 		$807K Sell
1,426
-186
-12% -$96K 0.01% 734
2023
Q3 		$827K Buy
1,612
+650
+68% +$342K 0.01% 687
2023
Q2 		$452K Sell
962
-131
-12% -$63.9K 0.01% 744
2023
Q1 		$612K Buy
1,093
+141
+15% +$74.6K 0.01% 697
2022
Q4 		$443K Sell
952
-1,970
-67% -$917K 0.01% 736
2022
Q3 		$1.23M Sell
2,922
-202
-6% -$92.5K 0.03% 421
2022
Q2 		$1.29M Sell
3,124
-4,774
-60% -$2.08M 0.03% 410
2022
Q1 		$3.97M Buy
7,898
+6,950
+733% +$3.6M 0.05% 298
2021
Q4 		$581K Sell
948
-7,015
-88% -$4.4M 0.02% 523
2021
Q3 		$4.84M Buy
7,963
+7,085
+807% +$4.33M 0.12% 174
2021
Q2 		$468K Buy
+878
New +$419K 0.02% 497

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 Pointe Advisors's MSCI Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its MSCI (MSCI) stake by 23% in Q2 2026, selling an estimated $469K and leaving 2,748 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #857.

Beacon Pointe Advisors first reported a position in MSCI in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.84M in Q3 2021. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Beacon Pointe Advisors held 2,748 shares of MSCI worth $1.54M as of Q2 2026.
  • Beacon Pointe Advisors sold 803 MSCI shares in Q2 2026, an estimated $469K.
  • MSCI made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #857 holding.
  • Beacon Pointe Advisors first reported a position in MSCI in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's MSCI position peaked at $4.84M in Q3 2021.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.