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Crewe Advisors’s MSCI MSCI Stock Holding History

Crewe Advisors’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 		$5.6K Sell
10
-2
-17% -$1.17K ﹤0.01% 856
2026
Q1 		$6.47K Sell
12
-3
-20% -$1.69K ﹤0.01% 729
2025
Q4 		$8.61K Buy
15
+5
+50% +$2.8K ﹤0.01% 649
2025
Q3 		$5.67K Buy
+10
New +$5.65K ﹤0.01% 718
2024
Q3 		– Sell
-132
Closed -$63.6K – 893
2024
Q2 		$63.6K Buy
132
+72
+120% +$35.7K 0.01% 340
2024
Q1 		$33.6K Buy
+60
New +$33.7K ﹤0.01% 420
2023
Q1 		– Sell
-11
Closed -$5.12K – 960
2022
Q4 		$5.12K Sell
11
-29
-73% -$13.5K ﹤0.01% 668
2022
Q3 		$17K Buy
40
+17
+74% +$7.78K ﹤0.01% 512
2022
Q2 		$9K Buy
+23
New +$10K ﹤0.01% 631
2021
Q4 		– Sell
-4
Closed -$2K – 440
2021
Q3 		$2K Hold
4
– – ﹤0.01% 356
2021
Q2 		$2K Hold
4
– – ﹤0.01% 405
2021
Q1 		$2K Hold
4
– – ﹤0.01% 413
2020
Q4 		$2K Sell
4
-3
-43% -$1.18K ﹤0.01% 404
2020
Q3 		$2K Buy
+7
New +$2.54K ﹤0.01% 517

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

Crewe Advisors's MSCI Position: Q2 2026 in Review

Crewe Advisors reduced its MSCI (MSCI) stake by 17% in Q2 2026, selling an estimated $1.17K and leaving 10 shares worth $5.6K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Crewe Advisors first reported a position in MSCI in Q3 2020 and has held it in 14 quarters since. The position peaked at $63.6K in Q2 2024. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Crewe Advisors held 10 shares of MSCI worth $5.6K as of Q2 2026.
  • Crewe Advisors sold 2 MSCI shares in Q2 2026, an estimated $1.17K.
  • MSCI made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #856 holding.
  • Crewe Advisors first reported a position in MSCI in Q3 2020 and has held it in 14 quarters since.
  • Crewe Advisors's MSCI position peaked at $63.6K in Q2 2024.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.