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Bell Investment Advisors’s MSCI MSCI Stock Holding History

Bell Investment 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 		$16.8K Hold
30
– – ﹤0.01% 531
2026
Q1 		$16.2K Sell
30
-5
-14% -$2.82K ﹤0.01% 511
2025
Q4 		$20.1K Sell
35
-3
-8% -$1.68K ﹤0.01% 448
2025
Q3 		$21.6K Buy
38
+5
+15% +$2.83K ﹤0.01% 396
2025
Q2 		$19K Sell
33
-4
-11% -$2.21K ﹤0.01% 439
2025
Q1 		$20.9K Hold
37
– – ﹤0.01% 374
2024
Q4 		$22.2K Hold
37
– – ﹤0.01% 361
2024
Q3 		$21.6K Sell
37
-2
-5% -$1.08K ﹤0.01% 383
2024
Q2 		$18.8K Buy
39
+1
+3% +$496 ﹤0.01% 409
2024
Q1 		$21.3K Sell
38
-1
-3% -$562 ﹤0.01% 368
2023
Q4 		$22.1K Buy
39
+3
+8% +$1.55K ﹤0.01% 334
2023
Q3 		$18.5K Sell
36
-5
-12% -$2.63K ﹤0.01% 328
2023
Q2 		$19.2K Sell
41
-5
-11% -$2.44K ﹤0.01% 323
2023
Q1 		$25.7K Hold
46
– – 0.01% 257
2022
Q4 		$21.4K Buy
46
+19
+70% +$8.84K 0.01% 289
2022
Q3 		$11K Sell
27
-41
-60% -$18.8K ﹤0.01% 391
2022
Q2 		$28K Buy
+68
New +$29.6K 0.01% 211
2021
Q4 		$15K Buy
24
+7
+41% +$4.39K ﹤0.01% 374
2021
Q3 		$10K Buy
+17
New +$10.4K ﹤0.01% 459

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's MSCI Position: Q2 2026 in Review

Bell Investment Advisors held its MSCI (MSCI) position steady in Q2 2026 at 30 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Bell Investment Advisors first reported a position in MSCI in Q3 2021 and has held it in 19 quarters since. The position peaked at $28K in Q2 2022. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Bell Investment Advisors held 30 shares of MSCI worth $16.8K as of Q2 2026.
  • Bell Investment Advisors left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #531 holding.
  • Bell Investment Advisors first reported a position in MSCI in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's MSCI position peaked at $28K in Q2 2022.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.