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Diversify Wealth Management’s MSCI MSCI Stock Holding History

Diversify Wealth Management’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
Q1 		$1.29M Buy
2,159
+750
+53% +$423K 0.02% 514
2025
Q4 		$828K Sell
1,409
-100
-7% -$56.1K 0.04% 354
2025
Q3 		$877K Sell
1,509
-176
-10% -$99.5K 0.05% 293
2025
Q2 		$927K Sell
1,685
-148
-8% -$81.9K 0.06% 282
2025
Q1 		$990K Sell
1,833
-265
-13% -$154K 0.07% 245
2024
Q4 		$1.21M Sell
2,098
-68
-3% -$40.8K 0.09% 192
2024
Q3 		$1.29M Buy
2,166
+662
+44% +$359K 0.12% 173
2024
Q2 		$778K Buy
+1,504
New +$746K 0.1% 196

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Diversify Wealth Management's MSCI Position: Q1 2026 in Review

Diversify Wealth Management increased its MSCI (MSCI) stake by 53% in Q1 2026, buying an estimated $423K and bringing the position to 2,159 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #514.

Diversify Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.29M in Q3 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Diversify Wealth Management held 2,159 shares of MSCI worth $1.29M as of Q1 2026.
  • Diversify Wealth Management bought 750 MSCI shares in Q1 2026, an estimated $423K.
  • MSCI made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #514 holding.
  • Diversify Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's MSCI position peaked at $1.29M in Q3 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.