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Carolina Wealth Advisors’s MSCI MSCI Stock Holding History

Carolina Wealth 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
Q1 		– Sell
-2,270
Closed -$1.3M – 313
2025
Q4 		$1.3M Buy
+2,270
New +$1.27M 0.58% 37
2025
Q3 		– Sell
-8
Closed -$4.61K – 275
2025
Q2 		$4.61K Hold
8
– – ﹤0.01% 189
2025
Q1 		$4.52K Hold
8
– – ﹤0.01% 197
2024
Q4 		$4.8K Hold
8
– – ﹤0.01% 196
2024
Q3 		$4.66K Buy
+8
New +$4.34K ﹤0.01% 240

Other funds holding MSCI

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Carolina Wealth Advisors's MSCI Position: Q1 2026 in Review

Carolina Wealth Advisors sold out of MSCI (MSCI) in Q1 2026, closing a stake of 2,270 shares — an estimated $1.3M sold.

Carolina Wealth Advisors first reported a position in MSCI in Q3 2024 and held it in 5 quarters. The position peaked at $1.3M in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Carolina Wealth Advisors reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Carolina Wealth Advisors sold 2,270 MSCI shares in Q1 2026, an estimated $1.3M.
  • Carolina Wealth Advisors first reported a position in MSCI in Q3 2024 and held it in 5 quarters.
  • Carolina Wealth Advisors's MSCI position peaked at $1.3M in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Carolina Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.