Burkett Financial Services’s MSCI MSCI Stock Holding History

Burkett Financial Services’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	$8.99K	Buy	+16	New	+$9.34K	﹤0.01%	186

Other funds holding MSCI

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

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Burkett Financial Services's MSCI Position: Q2 2026 in Review

Burkett Financial Services opened a new position in MSCI (MSCI) in Q2 2026: 16 shares worth $8.99K. The stake represents ﹤0.01% of the portfolio and ranks #186 among its holdings.

481 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Burkett Financial Services held 16 shares of MSCI worth $8.99K as of Q2 2026.
MSCI was a new Burkett Financial Services position in Q2 2026.
MSCI made up ﹤0.01% of Burkett Financial Services's portfolio in Q2 2026, its #186 holding.
481 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.