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Edgestream Partners’s MSCI MSCI Stock Holding History

Edgestream Partners’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 		$4.5M Sell
8,042
-2,903
-27% -$1.69M 0.13% 280
2026
Q1 		$5.9M Buy
+10,945
New +$6.17M 0.19% 182
2025
Q2 		– Sell
-11,219
Closed -$6.34M – 998
2025
Q1 		$6.34M Buy
+11,219
New +$6.52M 0.22% 161
2024
Q3 		– Sell
-888
Closed -$428K – 990
2024
Q2 		$428K Sell
888
-4,726
-84% -$2.34M 0.02% 694
2024
Q1 		$3.15M Buy
5,614
+4,604
+456% +$2.59M 0.16% 221
2023
Q4 		$571K Sell
1,010
-5,581
-85% -$2.88M 0.04% 576
2023
Q3 		$3.38M Sell
6,591
-1,748
-21% -$919K 0.27% 69
2023
Q2 		$3.91M Buy
8,339
+5,503
+194% +$2.68M 0.35% 38
2023
Q1 		$1.59M Sell
2,836
-7,548
-73% -$3.99M 0.18% 190
2022
Q4 		$4.83M Buy
10,384
+2,549
+33% +$1.19M 0.54% 32
2022
Q3 		$3.31M Sell
7,835
-9,110
-54% -$4.17M 0.26% 140
2022
Q2 		$6.98M Sell
16,945
-12,732
-43% -$5.54M 0.55% 32
2022
Q1 		$14.9M Sell
29,677
-213
-0.7% -$110K 1.19% 5
2021
Q4 		$18.3M Buy
29,890
+28,864
+2,813% +$18.1M 1.14% 10
2021
Q3 		$624K Buy
+1,026
New +$627K 0.04% 369
2021
Q2 		– Sell
-5,292
Closed -$2.22M – 511
2021
Q1 		$2.22M Sell
5,292
-8,672
-62% -$3.64M 0.12% 230
2020
Q4 		$6.24M Buy
+13,964
New +$5.48M 0.31% 116

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

Edgestream Partners's MSCI Position: Q2 2026 in Review

Edgestream Partners reduced its MSCI (MSCI) stake by 27% in Q2 2026, selling an estimated $1.69M and leaving 8,042 shares worth $4.5M. The position accounts for 0.13% of the portfolio, ranked #280.

Edgestream Partners first reported a position in MSCI in Q4 2020 and has held it in 17 quarters since. The position peaked at $18.3M in Q4 2021. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Edgestream Partners held 8,042 shares of MSCI worth $4.5M as of Q2 2026.
  • Edgestream Partners sold 2,903 MSCI shares in Q2 2026, an estimated $1.69M.
  • MSCI made up 0.13% of Edgestream Partners's portfolio in Q2 2026, its #280 holding.
  • Edgestream Partners first reported a position in MSCI in Q4 2020 and has held it in 17 quarters since.
  • Edgestream Partners's MSCI position peaked at $18.3M in Q4 2021.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.