Curated Wealth Partners’s MSCI MSCI Stock Holding History

Curated Wealth Partners’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 Q1	–	Sell	-506	Closed	-$290K	–	250
2025 Q4	$290K	Buy	+506	New	+$284K	0.03%	157

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

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

Curated Wealth Partners's MSCI Position: Q1 2026 in Review

Curated Wealth Partners sold out of MSCI (MSCI) in Q1 2026, closing a stake of 506 shares — an estimated $290K sold.

Curated Wealth Partners first reported a position in MSCI in Q4 2025 and held it in 1 quarter. The position peaked at $290K in Q4 2025. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Curated Wealth Partners reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
Curated Wealth Partners sold 506 MSCI shares in Q1 2026, an estimated $290K.
Curated Wealth Partners first reported a position in MSCI in Q4 2025 and held it in 1 quarter.
Curated Wealth Partners's MSCI position peaked at $290K in Q4 2025.
1,067 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Curated Wealth Partners's 13F filing for Q1 2026, filed 9 Apr 2026.