DWM
MSCI icon

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
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 $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

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

Dynasty Wealth Management increased its MSCI (MSCI) stake by 1.3% in Q1 2026, buying an estimated $17.5K and bringing the position to 2,357 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #160.

Dynasty Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.27M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Dynasty Wealth Management held 2,357 shares of MSCI worth $1.27M as of Q1 2026.
  • Dynasty Wealth Management bought 31 MSCI shares in Q1 2026, an estimated $17.5K.
  • MSCI made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #160 holding.
  • Dynasty Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since.
  • Dynasty Wealth Management's MSCI position peaked at $2.27M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.