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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
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
2022
Q1 		– Sell
-411,892
Closed -$672 – 901
2021
Q4 		$672 Buy
+411,892
New +$258M 0.01% 458
2021
Q2 		$300K Buy
+563
New +$268K 0.13% 163

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $422M AUM 17.03% 1-Year Est. Return

Castleview Partners's MSCI Position: Q2 2026 in Review

Castleview Partners reduced its MSCI (MSCI) stake by 1.6% in Q2 2026, selling an estimated $5.25K and leaving 561 shares worth $314K. The position accounts for 0.14% of the portfolio, ranked #158.

Castleview Partners first reported a position in MSCI in Q2 2021 and has held it in 11 quarters since. The position peaked at $451K in Q3 2024. 158 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Castleview Partners held 561 shares of MSCI worth $314K as of Q2 2026.
  • Castleview Partners sold 9 MSCI shares in Q2 2026, an estimated $5.25K.
  • MSCI made up 0.14% of Castleview Partners's portfolio in Q2 2026, its #158 holding.
  • Castleview Partners first reported a position in MSCI in Q2 2021 and has held it in 11 quarters since.
  • Castleview Partners's MSCI position peaked at $451K in Q3 2024.
  • 158 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.