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Birch Financial Group’s MSCI MSCI Stock Holding History

Birch Financial Group’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 		$242K Sell
433
-458
-51% -$267K 0.12% 117
2026
Q1 		$480K Sell
891
-184
-17% -$104K 0.28% 70
2025
Q4 		$617K Buy
1,075
+9
+0.8% +$5.05K 0.35% 59
2025
Q3 		$605K Buy
1,066
+40
+4% +$22.6K 0.36% 59
2025
Q2 		$592K Sell
1,026
-39
-4% -$21.6K 0.47% 49
2025
Q1 		$602K Sell
1,065
-5
-0.5% -$2.91K 0.54% 41
2024
Q4 		$642K Buy
+1,070
New +$642K 0.72% 26

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Birch Financial Group's MSCI Position: Q2 2026 in Review

Birch Financial Group reduced its MSCI (MSCI) stake by 51% in Q2 2026, selling an estimated $267K and leaving 433 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #117.

Birch Financial Group first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $642K in Q4 2024. 565 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Birch Financial Group held 433 shares of MSCI worth $242K as of Q2 2026.
  • Birch Financial Group sold 458 MSCI shares in Q2 2026, an estimated $267K.
  • MSCI made up 0.12% of Birch Financial Group's portfolio in Q2 2026, its #117 holding.
  • Birch Financial Group first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's MSCI position peaked at $642K in Q4 2024.
  • 565 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.