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Caerus Investment Advisors’s MSCI MSCI Stock Holding History

Caerus Investment Advisors’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 		– Sell
-380
Closed -$205K – 373
2026
Q1 		$205K Sell
380
-238
-39% -$134K 0.09% 246
2025
Q4 		$355K Buy
618
+26
+4% +$14.6K 0.11% 195
2025
Q3 		$336K Buy
+592
New +$335K 0.14% 179

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

Caerus Investment Advisors's MSCI Position: Q2 2026 in Review

Caerus Investment Advisors sold out of MSCI (MSCI) in Q2 2026, closing a stake of 380 shares — an estimated $205K sold.

Caerus Investment Advisors first reported a position in MSCI in Q3 2025 and held it in 3 quarters. The position peaked at $355K in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Caerus Investment Advisors reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Caerus Investment Advisors sold 380 MSCI shares in Q2 2026, an estimated $205K.
  • Caerus Investment Advisors first reported a position in MSCI in Q3 2025 and held it in 3 quarters.
  • Caerus Investment Advisors's MSCI position peaked at $355K in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.