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MSCI icon

Covestor’s MSCI MSCI Stock Holding History

Covestor’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 		$58K Buy
104
+4
+4% +$2.33K 0.03% 713
2026
Q1 		$54K Sell
100
-109
-52% -$61.5K 0.04% 665
2025
Q4 		$120K Sell
209
-21
-9% -$11.8K 0.06% 475
2025
Q3 		$131K Buy
230
+35
+18% +$19.8K 0.07% 415
2025
Q2 		$113K Sell
195
-39
-17% -$21.6K 0.07% 479
2025
Q1 		$133K Buy
234
+26
+13% +$15.1K 0.09% 315
2024
Q4 		$125K Sell
208
-36
-15% -$21.6K 0.08% 380
2024
Q3 		$143K Buy
244
+29
+13% +$15.7K 0.09% 331
2024
Q2 		$104K Buy
215
+39
+22% +$19.4K 0.07% 462
2024
Q1 		$99K Buy
176
+140
+389% +$78.7K 0.06% 543
2023
Q4 		$21K Sell
36
-2
-5% -$1.03K 0.01% 1177
2023
Q3 		$20K Buy
38
+1
+3% +$525 0.02% 1117
2023
Q2 		$18K Sell
37
-49
-57% -$23.9K 0.01% 1184
2023
Q1 		$49K Sell
86
-5
-5% -$2.65K 0.04% 720
2022
Q4 		$43K Buy
91
+5
+6% +$2.33K 0.04% 789
2022
Q3 		$36K Buy
86
+44
+105% +$20.1K 0.03% 820
2022
Q2 		$18K Hold
42
– – 0.01% 1007
2022
Q1 		$21K Buy
42
+18
+75% +$9.33K 0.01% 1050
2021
Q4 		$15K Buy
+24
New +$15.1K 0.02% 915

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

Covestor's MSCI Position: Q2 2026 in Review

Covestor increased its MSCI (MSCI) stake by 4% in Q2 2026, buying an estimated $2.33K and bringing the position to 104 shares worth $58K. The position accounts for 0.03% of the portfolio, ranked #713.

Covestor first reported a position in MSCI in Q4 2021 and has held it in 19 quarters since. The position peaked at $143K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Covestor held 104 shares of MSCI worth $58K as of Q2 2026.
  • Covestor bought 4 MSCI shares in Q2 2026, an estimated $2.33K.
  • MSCI made up 0.03% of Covestor's portfolio in Q2 2026, its #713 holding.
  • Covestor first reported a position in MSCI in Q4 2021 and has held it in 19 quarters since.
  • Covestor's MSCI position peaked at $143K in Q3 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.