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Capital Group Private Client Services’s MSCI MSCI Stock Holding History

Capital Group Private Client 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 		$1.96M Sell
3,496
-94
-3% -$54.8K 0.03% 165
2026
Q1 		$1.94M Sell
3,590
-1,439
-29% -$811K 0.03% 159
2025
Q4 		$2.89M Sell
5,029
-74
-1% -$41.5K 0.05% 163
2025
Q3 		$2.9M Sell
5,103
-15,147
-75% -$8.56M 0.05% 161
2025
Q2 		$11.7M Sell
20,250
-1,036
-5% -$573K 0.1% 135
2025
Q1 		$12M Sell
21,286
-52,361
-71% -$30.4M 0.12% 137
2024
Q4 		$44.2M Sell
73,647
-1,975
-3% -$1.19M 0.41% 68
2024
Q3 		$44.1M Sell
75,622
-22,725
-23% -$12.3M 0.42% 63
2024
Q2 		$47.4M Sell
98,347
-5,605
-5% -$2.78M 0.47% 59
2024
Q1 		$58.3M Sell
103,952
-3,050
-3% -$1.71M 0.59% 49
2023
Q4 		$60.5M Sell
107,002
-3,413
-3% -$1.76M 0.63% 47
2023
Q3 		$56.7M Sell
110,415
-1,374
-1% -$722K 0.69% 43
2023
Q2 		$52.5M Sell
111,789
-632
-0.6% -$308K 0.62% 53
2023
Q1 		$62.9M Sell
112,421
-682
-0.6% -$361K 0.78% 38
2022
Q4 		$52.6M Sell
113,103
-1,055
-0.9% -$491K 0.66% 49
2022
Q3 		$48.2M Sell
114,158
-1,349
-1% -$618K 0.68% 47
2022
Q2 		$47.6M Sell
115,507
-2,962
-3% -$1.29M 0.61% 53
2022
Q1 		$59.6M Buy
118,469
+107
+0.1% +$55.5K 0.65% 49
2021
Q4 		$72.5M Sell
118,362
-2,933
-2% -$1.84M 0.77% 41
2021
Q3 		$73.8M Buy
+121,295
New +$74.1M 0.86% 39

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

Capital Group Private Client Services's MSCI Position: Q2 2026 in Review

Capital Group Private Client Services reduced its MSCI (MSCI) stake by 2.6% in Q2 2026, selling an estimated $54.8K and leaving 3,496 shares worth $1.96M. The position accounts for 0.03% of the portfolio, ranked #165.

Capital Group Private Client Services first reported a position in MSCI in Q3 2021 and has held it in 20 quarters since. The position peaked at $73.8M in Q3 2021. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Capital Group Private Client Services held 3,496 shares of MSCI worth $1.96M as of Q2 2026.
  • Capital Group Private Client Services sold 94 MSCI shares in Q2 2026, an estimated $54.8K.
  • MSCI made up 0.03% of Capital Group Private Client Services's portfolio in Q2 2026, its #165 holding.
  • Capital Group Private Client Services first reported a position in MSCI in Q3 2021 and has held it in 20 quarters since.
  • Capital Group Private Client Services's MSCI position peaked at $73.8M in Q3 2021.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.