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Chicago Partners Investment Group’s MSCI MSCI Stock Holding History

Chicago Partners Investment Group’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 		$924K Buy
1,672
+480
+40% +$280K 0.02% 697
2026
Q1 		$725K Buy
1,192
+566
+90% +$319K 0.02% 679
2025
Q4 		$369K Sell
626
-177
-22% -$99.3K 0.01% 919
2025
Q3 		$477K Sell
803
-32
-4% -$18.1K 0.01% 729
2025
Q2 		$443K Buy
835
+346
+71% +$192K 0.01% 651
2025
Q1 		$270K Sell
489
-168
-26% -$97.7K 0.01% 733
2024
Q4 		$396K Buy
657
+232
+55% +$139K 0.01% 572
2024
Q3 		$254K Buy
+425
New +$230K 0.01% 677
2022
Q3 		– Sell
-1,137
Closed -$547K – 614
2022
Q2 		$547K Buy
1,137
+17
+2% +$7.4K 0.04% 318
2022
Q1 		$448K Buy
1,120
+11
+1% +$5.7K 0.03% 340
2021
Q4 		$591K Sell
1,109
-18
-2% -$11.3K 0.04% 304
2021
Q3 		$723K Sell
1,127
-42
-4% -$25.7K 0.05% 281
2021
Q2 		$673K Sell
1,169
-73
-6% -$34.8K 0.05% 277
2021
Q1 		$605K Sell
1,242
-12
-1% -$5.04K 0.05% 275
2020
Q4 		$517K Buy
+1,254
New +$492K 0.05% 274

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

Chicago Partners Investment Group's MSCI Position: Q2 2026 in Review

Chicago Partners Investment Group increased its MSCI (MSCI) stake by 40% in Q2 2026, buying an estimated $280K and bringing the position to 1,672 shares worth $924K. The position accounts for 0.02% of the portfolio, ranked #697.

Chicago Partners Investment Group first reported a position in MSCI in Q4 2020 and has held it in 15 quarters since. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Chicago Partners Investment Group held 1,672 shares of MSCI worth $924K as of Q2 2026.
  • Chicago Partners Investment Group bought 480 MSCI shares in Q2 2026, an estimated $280K.
  • MSCI made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #697 holding.
  • Chicago Partners Investment Group first reported a position in MSCI in Q4 2020 and has held it in 15 quarters since.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.