CVA Family Office’s MSCI MSCI Stock Holding History

CVA Family Office’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	$148K	Buy	265 +4	+2%	+$2.33K	0.01%	390
2026 Q1	$141K	Buy	261 +14	+6%	+$7.89K	0.01%	387
2025 Q4	$142K	Sell	247 -4	-2%	-$2.24K	0.02%	350
2025 Q3	$142K	Buy	251 +10	+4%	+$5.65K	0.02%	356
2025 Q2	$139K	Sell	241 -22	-8%	-$12.2K	0.02%	350
2025 Q1	$149K	Buy	263 +11	+4%	+$6.39K	0.02%	325
2024 Q4	$151K	Buy	252 +13	+5%	+$7.8K	0.02%	313
2024 Q3	$139K	Buy	239 +6	+3%	+$3.25K	0.02%	315
2024 Q2	$112K	Sell	233 -40	-15%	-$19.8K	0.02%	332
2024 Q1	$153K	Buy	273 +1	+0.4%	+$562	0.03%	288
2023 Q4	$154K	Buy	+272	New	+$140K	0.03%	269
2023 Q3	–	Sell	-232	Closed	-$109K	–	681
2023 Q2	$109K	Sell	232 -14	-6%	-$6.83K	0.02%	300
2023 Q1	$138K	Buy	246 +4	+2%	+$2.12K	0.03%	268
2022 Q4	$113K	Buy	242 +20	+9%	+$9.31K	0.03%	276
2022 Q3	$94K	Hold	222	–	–	0.03%	254
2022 Q2	$91K	Buy	222 +115	+107%	+$50.1K	0.02%	261
2022 Q1	$54K	Sell	107 -5	-4%	-$2.59K	0.01%	382
2021 Q4	$69K	Buy	+112	New	+$70.2K	0.02%	306
2021 Q3	–	Sell	-112	Closed	-$60K	–	683
2021 Q2	$60K	Buy	112 +30	+37%	+$14.3K	0.02%	337
2021 Q1	$34K	Buy	+82	New	+$34.5K	0.01%	317

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

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

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

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

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

CVA Family Office's MSCI Position: Q2 2026 in Review

CVA Family Office increased its MSCI (MSCI) stake by 1.5% in Q2 2026, buying an estimated $2.33K and bringing the position to 265 shares worth $148K. The position accounts for 0.01% of the portfolio, ranked #390.

CVA Family Office first reported a position in MSCI in Q1 2021 and has held it in 20 quarters since. The position peaked at $154K in Q4 2023. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

CVA Family Office held 265 shares of MSCI worth $148K as of Q2 2026.
CVA Family Office bought 4 MSCI shares in Q2 2026, an estimated $2.33K.
MSCI made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #390 holding.
CVA Family Office first reported a position in MSCI in Q1 2021 and has held it in 20 quarters since.
CVA Family Office's MSCI position peaked at $154K in Q4 2023.
1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.