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E. Ohman J:or Asset Management’s MSCI MSCI Stock Holding History

E. Ohman J:or Asset 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 		$1.94M Buy
3,472
+9
+0.3% +$5.25K 0.05% 211
2026
Q1 		$1.87M Buy
3,463
+101
+3% +$57K 0.05% 194
2025
Q4 		$1.93M Sell
3,362
-1,390
-29% -$780K 0.04% 192
2025
Q3 		$2.7M Buy
4,752
+99
+2% +$56K 0.06% 144
2025
Q2 		$2.68M Buy
4,653
+94
+2% +$52K 0.07% 141
2025
Q1 		$2.58M Buy
4,559
+286
+7% +$166K 0.07% 139
2024
Q4 		$2.56M Sell
4,273
-15
-0.3% -$9K 0.06% 139
2024
Q3 		$2.5M Sell
4,288
-320
-7% -$174K 0.06% 139
2024
Q2 		$2.22M Buy
4,608
+1,296
+39% +$643K 0.06% 146
2024
Q1 		$1.86M Buy
3,312
+200
+6% +$112K 0.05% 163
2023
Q4 		$1.76M Sell
3,112
-400
-11% -$206K 0.06% 148
2023
Q3 		$1.8M Sell
3,512
-200
-5% -$105K 0.07% 149
2023
Q2 		$1.74M Hold
3,712
– – 0.06% 171
2023
Q1 		$2.08M Buy
3,712
+300
+9% +$159K 0.08% 138
2022
Q4 		$1.59M Sell
3,412
-300
-8% -$140K 0.07% 175
2022
Q3 		$1.57M Sell
3,712
-100
-3% -$45.8K 0.07% 166
2022
Q2 		$1.57M Sell
3,812
-100
-3% -$43.5K 0.07% 171
2022
Q1 		$1.97M Hold
3,912
– – 0.07% 177
2021
Q4 		$2.4M Buy
3,912
+300
+8% +$188K 0.07% 172
2021
Q3 		$2.2M Buy
3,612
+300
+9% +$183K 0.07% 162
2021
Q2 		$1.77M Sell
3,312
-500
-13% -$238K 0.06% 201
2021
Q1 		$1.6M Sell
3,812
-100
-3% -$42K 0.06% 189
2020
Q4 		$1.75M Buy
3,912
+500
+15% +$196K 0.07% 151
2020
Q3 		$1.22M Buy
3,412
+500
+17% +$182K 0.06% 154
2020
Q2 		$972K Hold
2,912
– – 0.06% 168
2020
Q1 		$841K Sell
2,912
-1,500
-34% -$425K 0.06% 148
2019
Q4 		$1.14M Buy
4,412
+512
+13% +$125K 0.06% 176
2019
Q3 		$849K Hold
3,900
– – 0.05% 185
2019
Q2 		$931K Buy
3,900
+900
+30% +$202K 0.06% 167
2019
Q1 		$597K Sell
3,000
-1,200
-29% -$209K 0.04% 218
2018
Q4 		$619K Hold
4,200
– – 0.05% 205
2018
Q3 		$745K Buy
4,200
+400
+11% +$69.5K 0.05% 202
2018
Q2 		$629K Buy
3,800
+1,400
+58% +$221K 0.04% 213
2018
Q1 		$359K Hold
2,400
– – 0.03% 315
2017
Q4 		$304K Buy
2,400
+500
+26% +$62.4K 0.02% 390
2017
Q3 		$222K Buy
1,900
+100
+6% +$11.1K 0.02% 439
2017
Q2 		$185K Hold
1,800
– – 0.02% 467
2017
Q1 		$175K Hold
1,800
– – 0.02% 461
2016
Q4 		$142K Hold
1,800
– – 0.02% 492
2016
Q3 		$151K Hold
1,800
– – 0.02% 440
2016
Q2 		$139K Hold
1,800
– – 0.02% 430
2016
Q1 		$133K Buy
+1,800
New +$124K 0.02% 426

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

E. Ohman J:or Asset Management's MSCI Position: Q2 2026 in Review

E. Ohman J:or Asset Management increased its MSCI (MSCI) stake by 0.26% in Q2 2026, buying an estimated $5.25K and bringing the position to 3,472 shares worth $1.94M. The position accounts for 0.05% of the portfolio, ranked #211.

E. Ohman J:or Asset Management first reported a position in MSCI in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.7M in Q3 2025. 613 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • E. Ohman J:or Asset Management held 3,472 shares of MSCI worth $1.94M as of Q2 2026.
  • E. Ohman J:or Asset Management bought 9 MSCI shares in Q2 2026, an estimated $5.25K.
  • MSCI made up 0.05% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #211 holding.
  • E. Ohman J:or Asset Management first reported a position in MSCI in Q1 2016 and has held it in 42 quarters since.
  • E. Ohman J:or Asset Management's MSCI position peaked at $2.7M in Q3 2025.
  • 613 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.