Choate Investment Advisors’s MSCI MSCI Stock Holding History

Choate Investment Advisors’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	$14.4M	Sell	26,739 -1,086	-4%	-$612K	0.28%	44
2025 Q4	$16M	Buy	27,825 +535	+2%	+$300K	0.31%	40
2025 Q3	$15.5M	Sell	27,290 -1,579	-5%	-$893K	0.32%	39
2025 Q2	$16.6M	Buy	28,869 +3,881	+16%	+$2.15M	0.36%	38
2025 Q1	$14.1M	Buy	24,988 +6,890	+38%	+$4.01M	0.35%	40
2024 Q4	$10.9M	Buy	18,098 +12,699	+235%	+$7.62M	0.26%	52
2024 Q3	$3.18M	Buy	+5,399	New	+$2.93M	0.08%	107
2023 Q4	–	Sell	-392	Closed	-$201K	–	431
2023 Q3	$201K	Buy	+392	New	+$206K	0.01%	349
2022 Q2	–	Sell	-405	Closed	-$204K	–	362
2022 Q1	$204K	Hold	405	–	–	0.01%	288
2021 Q4	$248K	Buy	405 +30	+8%	+$18.8K	0.01%	256
2021 Q3	$228K	Hold	375	–	–	0.01%	247
2021 Q2	$200K	Buy	+375	New	+$179K	0.01%	262

Other funds holding MSCI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Choate Investment Advisors's MSCI Position: Q1 2026 in Review

Choate Investment Advisors reduced its MSCI (MSCI) stake by 3.9% in Q1 2026, selling an estimated $612K and leaving 26,739 shares worth $14.4M. The position accounts for 0.28% of the portfolio, ranked #44.

Choate Investment Advisors first reported a position in MSCI in Q2 2021 and has held it in 12 quarters since. The position peaked at $16.6M in Q2 2025. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Choate Investment Advisors held 26,739 shares of MSCI worth $14.4M as of Q1 2026.
Choate Investment Advisors sold 1,086 MSCI shares in Q1 2026, an estimated $612K.
MSCI made up 0.28% of Choate Investment Advisors's portfolio in Q1 2026, its #44 holding.
Choate Investment Advisors first reported a position in MSCI in Q2 2021 and has held it in 12 quarters since.
Choate Investment Advisors's MSCI position peaked at $16.6M in Q2 2025.
1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.