Commonwealth Financial Services’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$246K Buy
439
+54
+14% +$31.5K 0.03% 251
2026
Q1
$208K Buy
+385
New +$217K 0.03% 251

Other funds holding MSCI

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

Commonwealth Financial Services increased its MSCI (MSCI) stake by 14% in Q2 2026, buying an estimated $31.5K and bringing the position to 439 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #251.

Commonwealth Financial Services first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Commonwealth Financial Services held 439 shares of MSCI worth $246K as of Q2 2026.
  • Commonwealth Financial Services bought 54 MSCI shares in Q2 2026, an estimated $31.5K.
  • MSCI made up 0.03% of Commonwealth Financial Services's portfolio in Q2 2026, its #251 holding.
  • Commonwealth Financial Services first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.