Commonwealth Equity Services
MSCI icon

Commonwealth Equity Services’s MSCI MSCI Stock Holding History

Commonwealth Equity Services’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 		$1.36M Sell
2,425
-677
-22% -$395K ﹤0.01% 2462
2026
Q1 		$1.67M Sell
3,102
-676
-18% -$381K ﹤0.01% 2165
2025
Q4 		$2.17M Sell
3,778
-462
-11% -$259K ﹤0.01% 1902
2025
Q3 		$2.41M Sell
4,240
-368
-8% -$208K ﹤0.01% 1855
2025
Q2 		$2.66M Sell
4,608
-1,661
-26% -$919K ﹤0.01% 1771
2025
Q1 		$3.54M Sell
6,269
-59
-0.9% -$34.3K 0.01% 1517
2024
Q4 		$3.8M Sell
6,328
-2,944
-32% -$1.77M 0.01% 1421
2024
Q3 		$5.41M Sell
9,272
-2,799
-23% -$1.52M 0.01% 1174
2024
Q2 		$5.82M Buy
12,071
+1,497
+14% +$743K 0.01% 1102
2024
Q1 		$5.93M Buy
10,574
+76
+0.7% +$42.7K 0.01% 1067
2023
Q4 		$5.94M Buy
10,498
+3,467
+49% +$1.79M 0.01% 1007
2023
Q3 		$3.61M Buy
7,031
+897
+15% +$471K 0.01% 1218
2023
Q2 		$2.88M Sell
6,134
-13,534
-69% -$6.6M 0.01% 1381
2023
Q1 		$11M Buy
19,668
+2,622
+15% +$1.39M 0.02% 620
2022
Q4 		$7.93M Sell
17,046
-317
-2% -$147K 0.02% 737
2022
Q3 		$7.32M Buy
17,363
+12,546
+260% +$5.74M 0.02% 716
2022
Q2 		$1.99M Buy
4,817
+2,537
+111% +$1.1M 0.01% 1446
2022
Q1 		$1.15M Buy
2,280
+12
+0.5% +$6.22K ﹤0.01% 1888
2021
Q4 		$1.39M Sell
2,268
-190
-8% -$119K ﹤0.01% 1758
2021
Q3 		$1.5M Buy
2,458
+356
+17% +$218K ﹤0.01% 1626
2021
Q2 		$1.12M Buy
2,102
+332
+19% +$158K ﹤0.01% 1833
2021
Q1 		$742K Buy
1,770
+224
+14% +$94.1K ﹤0.01% 2028
2020
Q4 		$690K Sell
1,546
-701
-31% -$275K ﹤0.01% 1902
2020
Q3 		$801K Sell
2,247
-43
-2% -$15.6K ﹤0.01% 1630
2020
Q2 		$764K Buy
2,290
+1,276
+126% +$413K ﹤0.01% 1588
2020
Q1 		$293K Buy
1,014
+95
+10% +$26.9K ﹤0.01% 2085
2019
Q4 		$237K Buy
+919
New +$224K ﹤0.01% 2492
2019
Q3 		– Sell
-918
Closed -$219K – 2860
2019
Q2 		$219K Buy
+918
New +$206K ﹤0.01% 2449

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

Commonwealth Equity Services's MSCI Position: Q2 2026 in Review

Commonwealth Equity Services reduced its MSCI (MSCI) stake by 22% in Q2 2026, selling an estimated $395K and leaving 2,425 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Commonwealth Equity Services first reported a position in MSCI in Q2 2019 and has held it in 28 quarters since. The position peaked at $11M in Q1 2023. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Commonwealth Equity Services held 2,425 shares of MSCI worth $1.36M as of Q2 2026.
  • Commonwealth Equity Services sold 677 MSCI shares in Q2 2026, an estimated $395K.
  • MSCI made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2462 holding.
  • Commonwealth Equity Services first reported a position in MSCI in Q2 2019 and has held it in 28 quarters since.
  • Commonwealth Equity Services's MSCI position peaked at $11M in Q1 2023.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.