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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
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 Sell
90
-80
-47% -$41.3K ﹤0.01% 730
2023
Q3 		$87.2K Buy
170
+85
+100% +$44.7K ﹤0.01% 764
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 $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

Clearstead Advisors's MSCI Position: Q1 2026 in Review

Clearstead Advisors increased its MSCI (MSCI) stake by 67% in Q1 2026, buying an estimated $301K and bringing the position to 1,324 shares worth $714K. The position accounts for 0.01% of the portfolio, ranked #619.

Clearstead Advisors first reported a position in MSCI in Q2 2021 and has held it in 20 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Clearstead Advisors held 1,324 shares of MSCI worth $714K as of Q1 2026.
  • Clearstead Advisors bought 533 MSCI shares in Q1 2026, an estimated $301K.
  • MSCI made up 0.01% of Clearstead Advisors's portfolio in Q1 2026, its #619 holding.
  • Clearstead Advisors first reported a position in MSCI in Q2 2021 and has held it in 20 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.