Elevation Wealth Partners
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Elevation Wealth Partners’s MSCI MSCI Stock Holding History

Elevation Wealth 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
Q3 		$4.31K Sell
8
-36
-82% -$20.6K ﹤0.01% 1126
2026
Q2 		$24.6K Buy
44
+12
+38% +$7K 0.01% 514
2026
Q1 		$17.2K Buy
32
+26
+433% +$14.7K 0.01% 408
2025
Q4 		$3.44K Buy
6
+3
+100% +$1.68K ﹤0.01% 699
2025
Q3 		$1.7K Buy
+3
New +$1.7K ﹤0.01% 674

Other funds holding MSCI

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
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Elevation Wealth Partners's MSCI Position: Q3 2026 in Review

Elevation Wealth Partners reduced its MSCI (MSCI) stake by 82% in Q3 2026, selling an estimated $20.6K and leaving 8 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1126.

Elevation Wealth Partners first reported a position in MSCI in Q3 2025 and has held it in 5 quarters since. The position peaked at $24.6K in Q2 2026. 358 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Elevation Wealth Partners held 8 shares of MSCI worth $4.31K as of Q3 2026.
  • Elevation Wealth Partners sold 36 MSCI shares in Q3 2026, an estimated $20.6K.
  • MSCI made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1126 holding.
  • Elevation Wealth Partners first reported a position in MSCI in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's MSCI position peaked at $24.6K in Q2 2026.
  • 358 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.