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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
Q2 		$293K Sell
524
-9
-2% -$5.25K 0.05% 148
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 $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

CM Wealth Advisors's MSCI Position: Q2 2026 in Review

CM Wealth Advisors reduced its MSCI (MSCI) stake by 1.7% in Q2 2026, selling an estimated $5.25K and leaving 524 shares worth $293K. The position accounts for 0.05% of the portfolio, ranked #148.

CM Wealth Advisors first reported a position in MSCI in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.63M in Q1 2023. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • CM Wealth Advisors held 524 shares of MSCI worth $293K as of Q2 2026.
  • CM Wealth Advisors sold 9 MSCI shares in Q2 2026, an estimated $5.25K.
  • MSCI made up 0.05% of CM Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • CM Wealth Advisors first reported a position in MSCI in Q1 2023 and has held it in 6 quarters since.
  • CM Wealth Advisors's MSCI position peaked at $1.63M in Q1 2023.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.