Cassaday & Co Wealth Management’s MSCI MSCI Stock Holding History

Cassaday & Co Wealth Management’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	-2	Closed	-$1.08K	–	1392
2026 Q1	$1.08K	Buy	+2	New	+$1.13K	﹤0.01%	1122

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cassaday & Co Wealth Management's MSCI Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of MSCI (MSCI) in Q2 2026, closing a stake of 2 shares — an estimated $1.08K sold.

Cassaday & Co Wealth Management first reported a position in MSCI in Q1 2026 and held it in 1 quarter. The position peaked at $1.08K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Cassaday & Co Wealth Management reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
Cassaday & Co Wealth Management sold 2 MSCI shares in Q2 2026, an estimated $1.08K.
Cassaday & Co Wealth Management first reported a position in MSCI in Q1 2026 and held it in 1 quarter.
Cassaday & Co Wealth Management's MSCI position peaked at $1.08K in Q1 2026.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.