CI
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CX Institutional’s MSCI MSCI Stock Holding History

CX Institutional’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 		$280K Sell
500
-8
-2% -$4.67K 0.01% 660
2026
Q1 		$274K Sell
508
-29
-5% -$16.4K 0.01% 634
2025
Q4 		$308K Buy
537
+31
+6% +$17.4K 0.01% 572
2025
Q3 		$287K Buy
506
+14
+3% +$7.91K 0.01% 581
2025
Q2 		$284K Buy
492
+45
+10% +$24.9K 0.01% 520
2025
Q1 		$253K Buy
447
+52
+13% +$30.2K 0.01% 523
2024
Q4 		$237K Buy
395
+10
+3% +$6K 0.01% 485
2024
Q3 		$224K Buy
+385
New +$209K 0.01% 528
2024
Q1 		– Sell
-375
Closed -$212K – 561
2023
Q4 		$212K Buy
+375
New +$194K 0.01% 481
2022
Q3 		– Sell
-131
Closed -$54K – 890
2022
Q2 		$54K Buy
+131
New +$57K ﹤0.01% 664
2021
Q4 		– Sell
-154
Closed -$94K – 712
2021
Q3 		$94K Buy
154
+2
+1% +$1.22K 0.01% 459
2021
Q2 		$81K Buy
152
+26
+21% +$12.4K 0.01% 476
2021
Q1 		$53K Buy
126
+28
+29% +$11.8K ﹤0.01% 483
2020
Q4 		$44K Buy
98
+34
+53% +$13.3K ﹤0.01% 465
2020
Q3 		$23K Buy
64
+16
+33% +$5.81K ﹤0.01% 514
2020
Q2 		$16K Sell
48
-35
-42% -$11.3K ﹤0.01% 490
2020
Q1 		$24K Buy
83
+20
+32% +$5.66K ﹤0.01% 364
2019
Q4 		$16K Buy
63
+1
+2% +$244 ﹤0.01% 376
2019
Q3 		$14K Hold
62
– – ﹤0.01% 419
2019
Q2 		$15K Buy
62
+3
+5% +$673 ﹤0.01% 428
2019
Q1 		$12K Buy
59
+17
+40% +$2.96K ﹤0.01% 438
2018
Q4 		$6K Hold
42
– – ﹤0.01% 384
2018
Q3 		$7K Hold
42
– – ﹤0.01% 277
2018
Q2 		$7K Buy
+42
New +$6.63K ﹤0.01% 253

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CX Institutional's MSCI Position: Q2 2026 in Review

CX Institutional reduced its MSCI (MSCI) stake by 1.6% in Q2 2026, selling an estimated $4.67K and leaving 500 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #660.

CX Institutional first reported a position in MSCI in Q2 2018 and has held it in 24 quarters since. The position peaked at $308K in Q4 2025. 172 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • CX Institutional held 500 shares of MSCI worth $280K as of Q2 2026.
  • CX Institutional sold 8 MSCI shares in Q2 2026, an estimated $4.67K.
  • MSCI made up 0.01% of CX Institutional's portfolio in Q2 2026, its #660 holding.
  • CX Institutional first reported a position in MSCI in Q2 2018 and has held it in 24 quarters since.
  • CX Institutional's MSCI position peaked at $308K in Q4 2025.
  • 172 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.