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DiNuzzo Private Wealth’s MSCI MSCI Stock Holding History

DiNuzzo Private Wealth’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 		$3.92K Hold
7
– – ﹤0.01% 467
2026
Q1 		$3.77K Hold
7
– – ﹤0.01% 449
2025
Q4 		$4.02K Hold
7
– – ﹤0.01% 424
2025
Q3 		$3.98K Hold
7
– – ﹤0.01% 421
2025
Q2 		$4.04K Hold
7
– – ﹤0.01% 419
2025
Q1 		$3.96K Hold
7
– – ﹤0.01% 406
2024
Q4 		$4.2K Hold
7
– – ﹤0.01% 392
2024
Q3 		$4.08K Hold
7
– – ﹤0.01% 402
2024
Q2 		$3.37K Buy
7
+1
+17% +$496 ﹤0.01% 369
2024
Q1 		$3.36K Hold
6
– – ﹤0.01% 324
2023
Q4 		$3.39K Buy
+6
New +$3.1K ﹤0.01% 302

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

DiNuzzo Private Wealth's MSCI Position: Q2 2026 in Review

DiNuzzo Private Wealth held its MSCI (MSCI) position steady in Q2 2026 at 7 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

DiNuzzo Private Wealth first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.2K in Q4 2024. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • DiNuzzo Private Wealth held 7 shares of MSCI worth $3.92K as of Q2 2026.
  • DiNuzzo Private Wealth left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #467 holding.
  • DiNuzzo Private Wealth first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's MSCI position peaked at $4.2K in Q4 2024.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.