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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
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

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

Blue Trust Inc's MSCI Position: Q2 2026 in Review

Blue Trust Inc increased its MSCI (MSCI) stake by 506% in Q2 2026, buying an estimated $458K and bringing the position to 940 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #468.

Blue Trust Inc first reported a position in MSCI in Q2 2022 and has held it in 17 quarters since. The position peaked at $679K in Q2 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Blue Trust Inc held 940 shares of MSCI worth $526K as of Q2 2026.
  • Blue Trust Inc bought 785 MSCI shares in Q2 2026, an estimated $458K.
  • MSCI made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #468 holding.
  • Blue Trust Inc first reported a position in MSCI in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's MSCI position peaked at $679K in Q2 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.