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CM Wealth Advisors’s MSCI MSCI Stock Holding History

CM Wealth 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 		$287K Sell
533
-143
-21% -$80.6K 0.06% 117
2025
Q4 		$388K Buy
+676
New +$379K 0.09% 97
2024
Q2 		– Sell
-1,008
Closed -$475K – 140
2024
Q1 		$475K Buy
+1,008
New +$567K 0.14% 82
2023
Q3 		– Sell
-681
Closed -$375K – 138
2023
Q2 		$375K Sell
681
-2,883
-81% -$1.41M 0.12% 88
2023
Q1 		$1.63M Buy
+3,564
New +$1.89M 0.32% 70

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

CM Wealth Advisors's MSCI Position: Q1 2026 in Review

CM Wealth Advisors reduced its MSCI (MSCI) stake by 21% in Q1 2026, selling an estimated $80.6K and leaving 533 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #117.

CM Wealth Advisors first reported a position in MSCI in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.63M in Q1 2023. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • CM Wealth Advisors held 533 shares of MSCI worth $287K as of Q1 2026.
  • CM Wealth Advisors sold 143 MSCI shares in Q1 2026, an estimated $80.6K.
  • MSCI made up 0.06% of CM Wealth Advisors's portfolio in Q1 2026, its #117 holding.
  • CM Wealth Advisors first reported a position in MSCI in Q1 2023 and has held it in 5 quarters since.
  • CM Wealth Advisors's MSCI position peaked at $1.63M in Q1 2023.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.