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Dogwood Wealth Management’s MSCI MSCI Stock Holding History

Dogwood 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 		$3.92K Buy
7
+6
+600% +$3.5K ﹤0.01% 550
2026
Q1 		$539 Buy
+1
New +$564 ﹤0.01% 801
2025
Q2 		– Sell
-5
Closed -$2.83K – 724
2025
Q1 		$2.83K Buy
+5
New +$2.91K ﹤0.01% 298
2024
Q3 		– Hold
0
– – – 333
2024
Q2 		– Hold
0
– – – 399
2024
Q1 		– Hold
0
– – – 359
2023
Q4 		– Hold
0
– – – 341

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

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

Dogwood Wealth Management increased its MSCI (MSCI) stake by 600% in Q2 2026, buying an estimated $3.5K and bringing the position to 7 shares worth $3.92K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Dogwood Wealth Management first reported a position in MSCI in Q1 2025 and has held it in 3 quarters since. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Dogwood Wealth Management held 7 shares of MSCI worth $3.92K as of Q2 2026.
  • Dogwood Wealth Management bought 6 MSCI shares in Q2 2026, an estimated $3.5K.
  • MSCI made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #550 holding.
  • Dogwood Wealth Management first reported a position in MSCI in Q1 2025 and has held it in 3 quarters since.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.