Connecticut Wealth Management’s MSCI MSCI Stock Holding History

Connecticut Wealth Management’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	$314K	Sell	561 -38	-6%	-$22.2K	0.01%	289
2026 Q1	$323K	Sell	599 -12	-2%	-$6.77K	0.01%	269
2025 Q4	$351K	Sell	611 -5	-0.8%	-$2.8K	0.02%	253
2025 Q3	$350K	Sell	616 -65	-10%	-$36.7K	0.02%	258
2025 Q2	$393K	Sell	681 -24	-3%	-$13.3K	0.02%	230
2025 Q1	$399K	Hold	705	–	–	0.02%	224
2024 Q4	$423K	Buy	705 +15	+2%	+$9K	0.02%	203
2024 Q3	$402K	Sell	690 -15	-2%	-$8.13K	0.02%	237
2024 Q2	$340K	Sell	705 -298	-30%	-$148K	0.02%	249
2024 Q1	$562K	Sell	1,003 -98	-9%	-$55.1K	0.03%	206
2023 Q4	$623K	Buy	1,101 +412	+60%	+$213K	0.04%	192
2023 Q3	$354K	Buy	+689	New	+$362K	0.02%	204

Other funds holding MSCI

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Connecticut Wealth Management's MSCI Position: Q2 2026 in Review

Connecticut Wealth Management reduced its MSCI (MSCI) stake by 6.3% in Q2 2026, selling an estimated $22.2K and leaving 561 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #289.

Connecticut Wealth Management first reported a position in MSCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $623K in Q4 2023. 472 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Connecticut Wealth Management held 561 shares of MSCI worth $314K as of Q2 2026.
Connecticut Wealth Management sold 38 MSCI shares in Q2 2026, an estimated $22.2K.
MSCI made up 0.01% of Connecticut Wealth Management's portfolio in Q2 2026, its #289 holding.
Connecticut Wealth Management first reported a position in MSCI in Q3 2023 and has held it in 12 quarters since.
Connecticut Wealth Management's MSCI position peaked at $623K in Q4 2023.
472 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.