Covestor
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
Q3 		$48K Sell
89
-15
-14% -$8.58K 0.03% 761
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% -$2.64K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Covestor's MSCI Position: Q3 2026 in Review

Covestor reduced its MSCI (MSCI) stake by 14% in Q3 2026, selling an estimated $8.58K and leaving 89 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #761.

Covestor first reported a position in MSCI in Q4 2021 and has held it in 20 quarters since. The position peaked at $143K in Q3 2024. 868 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Covestor held 89 shares of MSCI worth $48K as of Q3 2026.
  • Covestor sold 15 MSCI shares in Q3 2026, an estimated $8.58K.
  • MSCI made up 0.03% of Covestor's portfolio in Q3 2026, its #761 holding.
  • Covestor first reported a position in MSCI in Q4 2021 and has held it in 20 quarters since.
  • Covestor's MSCI position peaked at $143K in Q3 2024.
  • 868 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.