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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
Q2 		$1.14M Sell
1,989
-170
-8% -$99.2K 0.02% 583
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 $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 $3.38T AUM 44.17% 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

Diversify Wealth Management's MSCI Position: Q2 2026 in Review

Diversify Wealth Management reduced its MSCI (MSCI) stake by 7.9% in Q2 2026, selling an estimated $99.2K and leaving 1,989 shares worth $1.14M. The position accounts for 0.02% of the portfolio, ranked #583.

Diversify Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q3 2024. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Diversify Wealth Management held 1,989 shares of MSCI worth $1.14M as of Q2 2026.
  • Diversify Wealth Management sold 170 MSCI shares in Q2 2026, an estimated $99.2K.
  • MSCI made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #583 holding.
  • Diversify Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since.
  • Diversify Wealth Management's MSCI position peaked at $1.29M in Q3 2024.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.