Boit C.F. David’s MSCI MSCI Stock Holding History

Boit C.F. David’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 Q1	$437K	Hold	810	–	–	0.19%	67
2025 Q4	$471K	Hold	810	–	–	0.2%	66
2025 Q3	$460K	Hold	810	–	–	0.21%	68
2025 Q2	$467K	Hold	810	–	–	0.22%	64
2025 Q1	$458K	Hold	810	–	–	0.23%	62
2024 Q4	$486K	Hold	810	–	–	0.2%	63
2024 Q3	$478K	Hold	810	–	–	0.24%	64
2024 Q2	$390K	Hold	810	–	–	0.2%	67
2024 Q1	$381K	Hold	810	–	–	0.21%	63
2023 Q4	$445K	Hold	810	–	–	0.25%	61
2023 Q3	$411K	Hold	810	–	–	0.28%	53
2023 Q2	$380K	Hold	810	–	–	0.25%	57
2023 Q1	$442K	Hold	810	–	–	0.3%	51
2022 Q4	$377K	Hold	810	–	–	0.27%	55
2022 Q3	$342K	Buy	+810	New	+$371K	0.28%	54
2022 Q1	$407K	Sell	810 -100	-11%	-$51.9K	0.27%	57
2021 Q4	$558K	Hold	910	–	–	0.35%	48
2021 Q3	$556K	Buy	910 +750	+469%	+$458K	0.38%	48
2021 Q2	$85K	Buy	+160	New	+$76.3K	0.06%	79

Other funds holding MSCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Boit C.F. David's MSCI Position: Q1 2026 in Review

Boit C.F. David held its MSCI (MSCI) position steady in Q1 2026 at 810 shares worth $437K. The position accounts for 0.19% of the portfolio, ranked #67.

Boit C.F. David first reported a position in MSCI in Q2 2021 and has held it in 19 quarters since. The position peaked at $558K in Q4 2021. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Boit C.F. David held 810 shares of MSCI worth $437K as of Q1 2026.
Boit C.F. David left its MSCI share count unchanged in Q1 2026.
MSCI made up 0.19% of Boit C.F. David's portfolio in Q1 2026, its #67 holding.
Boit C.F. David first reported a position in MSCI in Q2 2021 and has held it in 19 quarters since.
Boit C.F. David's MSCI position peaked at $558K in Q4 2021.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Boit C.F. David's 13F filing for Q1 2026, filed 9 Apr 2026.