Diversify Advisory Services’s MSCI MSCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.14M Buy
+1,989
New +$1.16M 0.02% 583
2026
Q1
Sell
-1,119
Closed -$674K 620
2025
Q4
$674K Sell
1,119
-144
-11% -$80.8K 0.02% 503
2025
Q3
$734K Buy
1,263
+6
+0.5% +$3.39K 0.02% 450
2025
Q2
$692K Buy
1,257
+115
+10% +$63.7K 0.03% 428
2025
Q1
$617K Buy
1,142
+131
+13% +$76.1K 0.04% 311
2024
Q4
$582K Sell
1,011
-64
-6% -$38.4K 0.03% 334
2024
Q3
$650K Buy
1,075
+311
+41% +$169K 0.03% 333
2024
Q2
$374K Buy
+764
New +$379K 0.02% 441

Other funds holding MSCI

Diversify Advisory Services's MSCI Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in MSCI (MSCI) in Q2 2026: 1,989 shares worth $1.14M. The stake represents 0.02% of the portfolio and ranks #583 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MSCI as recently as Q4 2025.

Diversify Advisory Services first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Diversify Advisory Services held 1,989 shares of MSCI worth $1.14M as of Q2 2026.
  • MSCI was a new Diversify Advisory Services position in Q2 2026.
  • MSCI made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #583 holding.
  • Diversify Advisory Services first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.