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MSCI icon

Certuity’s MSCI MSCI Stock Holding History

Certuity’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 		$203K Sell
363
-12
-3% -$7K 0.01% 625
2026
Q1 		$202K Buy
+375
New +$211K 0.01% 601
2025
Q4 		– Sell
-396
Closed -$224K – 615
2025
Q3 		$224K Sell
396
-38
-9% -$21.5K 0.02% 493
2025
Q2 		$250K Sell
434
-8
-2% -$4.43K 0.02% 340
2025
Q1 		$250K Buy
442
+28
+7% +$16.3K 0.03% 319
2024
Q4 		$248K Sell
414
-21
-5% -$12.6K 0.03% 299
2024
Q3 		$254K Sell
435
-131
-23% -$71K 0.03% 296
2024
Q2 		$273K Sell
566
-15
-3% -$7.44K 0.02% 277
2024
Q1 		$326K Sell
581
-386
-40% -$217K 0.03% 231
2023
Q4 		$547K Buy
967
+141
+17% +$72.8K 0.06% 172
2023
Q3 		$424K Buy
826
+10
+1% +$5.25K 0.05% 155
2023
Q2 		$383K Sell
816
-74
-8% -$36.1K 0.04% 175
2023
Q1 		$498K Sell
890
-12
-1% -$6.35K 0.07% 114
2022
Q4 		$419K Sell
902
-3
-0.3% -$1.4K 0.07% 115
2022
Q3 		$382K Buy
905
+75
+9% +$34.3K 0.09% 110
2022
Q2 		$342K Sell
830
-319
-28% -$139K 0.09% 129
2022
Q1 		$578K Buy
1,149
+156
+16% +$80.9K 0.12% 120
2021
Q4 		$608K Buy
993
+123
+14% +$77.1K 0.13% 108
2021
Q3 		$529K Buy
870
+32
+4% +$19.6K 0.11% 147
2021
Q2 		$447K Buy
838
+165
+25% +$78.6K 0.1% 150
2021
Q1 		$282K Buy
673
+93
+16% +$39.1K 0.08% 217
2020
Q4 		$259K Buy
+580
New +$228K 0.08% 174

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

Certuity's MSCI Position: Q2 2026 in Review

Certuity reduced its MSCI (MSCI) stake by 3.2% in Q2 2026, selling an estimated $7K and leaving 363 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #625.

Certuity first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since. The position peaked at $608K in Q4 2021. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Certuity held 363 shares of MSCI worth $203K as of Q2 2026.
  • Certuity sold 12 MSCI shares in Q2 2026, an estimated $7K.
  • MSCI made up 0.01% of Certuity's portfolio in Q2 2026, its #625 holding.
  • Certuity first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since.
  • Certuity's MSCI position peaked at $608K in Q4 2021.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.