ECA
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
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

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

Elevated Capital Advisors's MSCI Position: Q2 2026 in Review

Elevated Capital Advisors held its MSCI (MSCI) position steady in Q2 2026 at 8 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Elevated Capital Advisors first reported a position in MSCI in Q2 2020 and has held it in 10 quarters since. The position peaked at $764K in Q3 2021. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Elevated Capital Advisors held 8 shares of MSCI worth $4.48K as of Q2 2026.
  • Elevated Capital Advisors left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #571 holding.
  • Elevated Capital Advisors first reported a position in MSCI in Q2 2020 and has held it in 10 quarters since.
  • Elevated Capital Advisors's MSCI position peaked at $764K in Q3 2021.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.