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Dynasty Wealth Management’s MSCI MSCI Stock Holding History

Dynasty 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 		$589K Sell
1,052
-1,305
-55% -$761K ﹤0.01% 242
2026
Q1 		$1.27M Buy
2,357
+31
+1% +$17.5K 0.01% 160
2025
Q4 		$1.33M Sell
2,326
-126
-5% -$70.7K 0.01% 165
2025
Q3 		$1.39M Sell
2,452
-1,266
-34% -$716K 0.02% 143
2025
Q2 		$2.14M Sell
3,718
-95
-2% -$52.6K 0.04% 77
2025
Q1 		$2.16M Buy
3,813
+35
+0.9% +$20.3K 0.04% 82
2024
Q4 		$2.27M Buy
3,778
+95
+3% +$57K 0.04% 87
2024
Q3 		$2.15M Buy
3,683
+918
+33% +$498K 0.06% 68
2024
Q2 		$1.33M Buy
+2,765
New +$1.37M 0.04% 107

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

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

Dynasty Wealth Management reduced its MSCI (MSCI) stake by 55% in Q2 2026, selling an estimated $761K and leaving 1,052 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #242.

Dynasty Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.27M in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Dynasty Wealth Management held 1,052 shares of MSCI worth $589K as of Q2 2026.
  • Dynasty Wealth Management sold 1,305 MSCI shares in Q2 2026, an estimated $761K.
  • MSCI made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Dynasty Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since.
  • Dynasty Wealth Management's MSCI position peaked at $2.27M in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.