Cetera Investment Advisers
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Cetera Investment Advisers’s MSCI MSCI Stock Holding History

Cetera Investment Advisers’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 		$4.69M Sell
8,699
-396
-4% -$223K 0.01% 1545
2025
Q4 		$5.22M Buy
9,095
+737
+9% +$413K 0.01% 1438
2025
Q3 		$4.74M Buy
8,358
+1,404
+20% +$794K 0.01% 1440
2025
Q2 		$4.01M Sell
6,954
-1,160
-14% -$642K 0.01% 1334
2025
Q1 		$4.59M Sell
8,114
-2,514
-24% -$1.46M 0.01% 1174
2024
Q4 		$6.38M Sell
10,628
-14
-0.1% -$8.4K 0.01% 918
2024
Q3 		$6.2M Buy
10,642
+1,308
+14% +$709K 0.01% 905
2024
Q2 		$4.5M Buy
9,334
+251
+3% +$125K 0.01% 1054
2024
Q1 		$5.09M Buy
9,083
+5,754
+173% +$3.23M 0.01% 981
2023
Q4 		$1.88M Sell
3,329
-660
-17% -$341K 0.02% 825
2023
Q3 		$2.05M Buy
3,989
+41
+1% +$21.5K 0.02% 735
2023
Q2 		$1.85M Sell
3,948
-826
-17% -$403K 0.02% 802
2023
Q1 		$2.67M Buy
4,774
+42
+0.9% +$22.2K 0.02% 625
2022
Q4 		$2.2M Buy
4,732
+1,988
+72% +$925K 0.02% 670
2022
Q3 		$1.16M Sell
2,744
-8
-0.3% -$3.66K 0.02% 657
2022
Q2 		$1.13M Sell
2,752
-147
-5% -$64K 0.02% 744
2022
Q1 		$1.46M Sell
2,899
-481
-14% -$249K 0.02% 679
2021
Q4 		$2.07M Buy
3,380
+17
+0.5% +$10.7K 0.03% 547
2021
Q3 		$2.05M Buy
3,363
+147
+5% +$89.8K 0.03% 512
2021
Q2 		$1.71M Buy
3,216
+1,060
+49% +$505K 0.03% 567
2021
Q1 		$904K Sell
2,156
-1,299
-38% -$546K 0.02% 710
2020
Q4 		$1.54M Buy
+3,455
New +$1.36M 0.03% 509

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

Cetera Investment Advisers's MSCI Position: Q1 2026 in Review

Cetera Investment Advisers reduced its MSCI (MSCI) stake by 4.4% in Q1 2026, selling an estimated $223K and leaving 8,699 shares worth $4.69M. The position accounts for 0.01% of the portfolio, ranked #1545.

Cetera Investment Advisers first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.38M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Cetera Investment Advisers held 8,699 shares of MSCI worth $4.69M as of Q1 2026.
  • Cetera Investment Advisers sold 396 MSCI shares in Q1 2026, an estimated $223K.
  • MSCI made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1545 holding.
  • Cetera Investment Advisers first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since.
  • Cetera Investment Advisers's MSCI position peaked at $6.38M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.