Blue Trust Inc
MSCI icon

Blue Trust Inc’s MSCI MSCI Stock Holding History

Blue Trust Inc’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
Q3 		$22.6K Sell
42
-898
-96% -$513K ﹤0.01% 1473
2026
Q2 		$526K Buy
940
+785
+506% +$458K 0.01% 468
2026
Q1 		$83.5K Buy
155
+1
+0.6% +$564 ﹤0.01% 1107
2025
Q4 		$88.4K Sell
154
-1
-0.6% -$561 ﹤0.01% 1125
2025
Q3 		$87.9K Sell
155
-57
-27% -$32.2K ﹤0.01% 1132
2025
Q2 		$122K Buy
212
+43
+25% +$23.8K ﹤0.01% 964
2025
Q1 		$95.6K Sell
169
-50
-23% -$29.1K ﹤0.01% 1013
2024
Q4 		$131K Sell
219
-628
-74% -$377K ﹤0.01% 816
2024
Q3 		$408K Sell
847
-365
-30% -$198K 0.01% 548
2024
Q2 		$679K Buy
1,212
+888
+274% +$441K 0.01% 289
2024
Q1 		$182K Buy
324
+127
+64% +$71.4K ﹤0.01% 539
2023
Q4 		$100K Buy
197
+117
+146% +$60.4K ﹤0.01% 677
2023
Q3 		$37K Buy
80
+41
+105% +$21.5K ﹤0.01% 958
2023
Q2 		$21K Buy
39
+5
+15% +$2.44K ﹤0.01% 1030
2023
Q1 		$16K Sell
34
-11
-24% -$5.82K ﹤0.01% 1452
2022
Q4 		$19K Buy
45
+9
+25% +$4.19K ﹤0.01% 1312
2022
Q3 		$15K Buy
36
+26
+260% +$11.9K ﹤0.01% 1207
2022
Q2 		$6K Buy
+10
New +$4.35K ﹤0.01% 1389

Other funds holding MSCI

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Blue Trust Inc's MSCI Position: Q3 2026 in Review

Blue Trust Inc reduced its MSCI (MSCI) stake by 96% in Q3 2026, selling an estimated $513K and leaving 42 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1473.

Blue Trust Inc first reported a position in MSCI in Q2 2022 and has held it in 18 quarters since. The position peaked at $679K in Q2 2024. 217 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Blue Trust Inc held 42 shares of MSCI worth $22.6K as of Q3 2026.
  • Blue Trust Inc sold 898 MSCI shares in Q3 2026, an estimated $513K.
  • MSCI made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1473 holding.
  • Blue Trust Inc first reported a position in MSCI in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's MSCI position peaked at $679K in Q2 2024.
  • 217 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.