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Clearstead Advisors’s MSCI MSCI Stock Holding History

Clearstead 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
Q2 		$379K Sell
676
-648
-49% -$378K ﹤0.01% 849
2026
Q1 		$714K Buy
1,324
+533
+67% +$301K 0.01% 619
2025
Q4 		$454K Sell
791
-6
-0.8% -$3.37K 0.01% 682
2025
Q3 		$452K Sell
797
-67
-8% -$37.9K 0.01% 665
2025
Q2 		$498K Buy
864
+121
+16% +$67K 0.01% 612
2025
Q1 		$420K Buy
743
+278
+60% +$162K 0.01% 625
2024
Q4 		$279K Sell
465
-11
-2% -$6.6K ﹤0.01% 751
2024
Q3 		$277K Buy
476
+142
+43% +$77K ﹤0.01% 748
2024
Q2 		$161K Buy
334
+249
+293% +$124K ﹤0.01% 884
2024
Q1 		$41.3K Sell
85
-5
-6% -$2.81K ﹤0.01% 809
2023
Q4 		$50.9K Buy
90
+5
+6% +$2.58K ﹤0.01% 730
2023
Q3 		$43.6K Hold
85
– – ﹤0.01% 736
2023
Q2 		$39.9K Hold
85
– – ﹤0.01% 773
2023
Q1 		$47.6K Buy
85
+58
+215% +$30.7K ﹤0.01% 673
2022
Q4 		$12.6K Sell
27
-10
-27% -$4.65K ﹤0.01% 878
2022
Q3 		$16K Buy
37
+5
+16% +$2.29K ﹤0.01% 810
2022
Q2 		$13K Sell
32
-57
-64% -$24.8K ﹤0.01% 884
2022
Q1 		$45K Hold
89
– – ﹤0.01% 703
2021
Q4 		$55K Sell
89
-4
-4% -$2.51K ﹤0.01% 642
2021
Q3 		$57K Buy
93
+83
+830% +$50.7K ﹤0.01% 594
2021
Q2 		$5K Buy
+10
New +$4.77K ﹤0.01% 886

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

Clearstead Advisors's MSCI Position: Q2 2026 in Review

Clearstead Advisors reduced its MSCI (MSCI) stake by 49% in Q2 2026, selling an estimated $378K and leaving 676 shares worth $379K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Clearstead Advisors first reported a position in MSCI in Q2 2021 and has held it in 21 quarters since. The position peaked at $714K in Q1 2026. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Clearstead Advisors held 676 shares of MSCI worth $379K as of Q2 2026.
  • Clearstead Advisors sold 648 MSCI shares in Q2 2026, an estimated $378K.
  • MSCI made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #849 holding.
  • Clearstead Advisors first reported a position in MSCI in Q2 2021 and has held it in 21 quarters since.
  • Clearstead Advisors's MSCI position peaked at $714K in Q1 2026.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.