CWA Asset Management Group’s MSCI MSCI Stock Holding History

CWA Asset Management Group’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	$221K	Buy	+394	New	+$230K	0.01%	649
2026 Q1	–	Sell	-464	Closed	-$266K	–	719
2025 Q4	$266K	Sell	464 -12	-3%	-$6.73K	0.01%	564
2025 Q3	$270K	Buy	476 +7	+1%	+$3.96K	0.01%	574
2025 Q2	$271K	Buy	469 +46	+11%	+$25.5K	0.01%	561
2025 Q1	$239K	Buy	423 +5	+1%	+$2.91K	0.01%	560
2024 Q4	$251K	Buy	418 +17	+4%	+$10.2K	0.01%	512
2024 Q3	$234K	Buy	+401	New	+$217K	0.01%	529

Other funds holding MSCI

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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

CWA Asset Management Group's MSCI Position: Q2 2026 in Review

CWA Asset Management Group opened a new position in MSCI (MSCI) in Q2 2026: 394 shares worth $221K. The stake represents 0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: CWA Asset Management Group previously reported a position in MSCI as recently as Q4 2025.

CWA Asset Management Group first reported a position in MSCI in Q3 2024 and has held it in 7 quarters since. The position peaked at $271K in Q2 2025. 477 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

CWA Asset Management Group held 394 shares of MSCI worth $221K as of Q2 2026.
MSCI was a new CWA Asset Management Group position in Q2 2026.
MSCI made up 0.01% of CWA Asset Management Group's portfolio in Q2 2026, its #649 holding.
CWA Asset Management Group first reported a position in MSCI in Q3 2024 and has held it in 7 quarters since.
CWA Asset Management Group's MSCI position peaked at $271K in Q2 2025.
477 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.