Elevated Capital Advisors
MSCI icon

Elevated Capital Advisors’s MSCI MSCI Stock Holding History

Elevated Capital Advisors’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
Q3 		$4.31K Hold
8
– – ﹤0.01% 565
2026
Q2 		$4.48K Hold
8
– – ﹤0.01% 571
2026
Q1 		$4.31K Hold
8
– – ﹤0.01% 560
2025
Q4 		$4.59K Buy
+8
New +$4.49K ﹤0.01% 536
2022
Q4 		– Sell
-1,307
Closed -$551K – 165
2022
Q3 		$551K Buy
+1,307
New +$598K 0.22% 116
2022
Q1 		$663K Buy
+1,318
New +$683K 0.22% 121
2021
Q3 		$764K Buy
+1,255
New +$767K 0.26% 112
2021
Q1 		$531K Buy
1,135
+46
+4% +$19.3K 0.21% 127
2020
Q4 		$486K Buy
1,089
+66
+6% +$25.9K 0.21% 127
2020
Q3 		$389K Sell
1,023
-172
-14% -$62.4K 0.18% 129
2020
Q2 		$452K Buy
+1,195
New +$386K 0.21% 125

Other funds holding MSCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Elevated Capital Advisors's MSCI Position: Q3 2026 in Review

Elevated Capital Advisors held its MSCI (MSCI) position steady in Q3 2026 at 8 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Elevated Capital Advisors first reported a position in MSCI in Q2 2020 and has held it in 11 quarters since. The position peaked at $764K in Q3 2021. 521 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Elevated Capital Advisors held 8 shares of MSCI worth $4.31K as of Q3 2026.
  • Elevated Capital Advisors left its MSCI share count unchanged in Q3 2026.
  • MSCI made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #565 holding.
  • Elevated Capital Advisors first reported a position in MSCI in Q2 2020 and has held it in 11 quarters since.
  • Elevated Capital Advisors's MSCI position peaked at $764K in Q3 2021.
  • 521 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.