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Castleview Partners’s MSCI MSCI Stock Holding History

Castleview Partners’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
Q3 		– Sell
-561
Closed -$314K – 228
2026
Q2 		$314K Sell
561
-9
-2% -$5.25K 0.14% 158
2026
Q1 		$307K Sell
570
-115
-17% -$64.8K 0.16% 144
2025
Q4 		$393K Buy
685
+11
+2% +$6.17K 0.19% 113
2025
Q3 		$382K Sell
674
-15
-2% -$8.48K 0.21% 100
2025
Q2 		$397K Buy
689
+8
+1% +$4.43K 0.26% 95
2025
Q1 		$385K Buy
681
+11
+2% +$6.39K 0.26% 99
2024
Q4 		$400K Sell
670
-103
-13% -$61.8K 0.22% 113
2024
Q3 		$451K Buy
773
+270
+54% +$146K 0.26% 96
2024
Q2 		$242K Buy
+503
New +$250K 0.14% 148
2021
Q2 		$300K Buy
+563
New +$268K 0.13% 163

Other funds holding MSCI

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return

Castleview Partners's MSCI Position: Q3 2026 in Review

Castleview Partners sold out of MSCI (MSCI) in Q3 2026, closing a stake of 561 shares — an estimated $314K sold.

Castleview Partners first reported a position in MSCI in Q2 2021 and held it in 10 quarters. The position peaked at $451K in Q3 2024. 132 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Castleview Partners reported no remaining MSCI position as of Q3 2026 after selling out during the quarter.
  • Castleview Partners sold 561 MSCI shares in Q3 2026, an estimated $314K.
  • Castleview Partners first reported a position in MSCI in Q2 2021 and held it in 10 quarters.
  • Castleview Partners's MSCI position peaked at $451K in Q3 2024.
  • 132 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.