EWP
MSCI icon

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
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

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

Elevation Wealth Partners's MSCI Position: Q2 2026 in Review

Elevation Wealth Partners increased its MSCI (MSCI) stake by 38% in Q2 2026, buying an estimated $7K and bringing the position to 44 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #514.

Elevation Wealth Partners first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Elevation Wealth Partners held 44 shares of MSCI worth $24.6K as of Q2 2026.
  • Elevation Wealth Partners bought 12 MSCI shares in Q2 2026, an estimated $7K.
  • MSCI made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #514 holding.
  • Elevation Wealth Partners first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.