Elk River Wealth Management’s MSCI MSCI Stock Holding History

Elk River Wealth Management’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 Q1	$417K	Hold	773	–	–	0.07%	79
2025 Q4	$443K	Hold	773	–	–	0.07%	75
2025 Q3	$439K	Hold	773	–	–	0.07%	75
2025 Q2	$446K	Hold	773	–	–	0.08%	74
2025 Q1	$437K	Sell	773 -7	-0.9%	-$4.07K	0.08%	71
2024 Q4	$468K	Hold	780	–	–	0.08%	73
2024 Q3	$455K	Hold	780	–	–	0.08%	72
2024 Q2	$376K	Hold	780	–	–	0.07%	71
2024 Q1	$437K	Hold	780	–	–	0.09%	72
2023 Q4	$441K	Hold	780	–	–	0.08%	84
2023 Q3	$400K	Hold	780	–	–	0.09%	83
2023 Q2	$366K	Hold	780	–	–	0.08%	86
2023 Q1	$437K	Hold	780	–	–	0.1%	79
2022 Q4	$363K	Hold	780	–	–	0.09%	87
2022 Q3	$329K	Hold	780	–	–	0.09%	84
2022 Q2	$321K	Hold	780	–	–	0.08%	87
2022 Q1	$392K	Hold	780	–	–	0.09%	88
2021 Q4	$478K	Hold	780	–	–	0.11%	85
2021 Q3	$475K	Hold	780	–	–	0.12%	82
2021 Q2	$416K	Hold	780	–	–	0.11%	86
2021 Q1	$327K	Hold	780	–	–	0.09%	94
2020 Q4	$348K	Buy	+780	New	+$306K	0.12%	90

Other funds holding MSCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Elk River Wealth Management's MSCI Position: Q1 2026 in Review

Elk River Wealth Management held its MSCI (MSCI) position steady in Q1 2026 at 773 shares worth $417K. The position accounts for 0.07% of the portfolio, ranked #79.

Elk River Wealth Management first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since. The position peaked at $478K in Q4 2021. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Elk River Wealth Management held 773 shares of MSCI worth $417K as of Q1 2026.
Elk River Wealth Management left its MSCI share count unchanged in Q1 2026.
MSCI made up 0.07% of Elk River Wealth Management's portfolio in Q1 2026, its #79 holding.
Elk River Wealth Management first reported a position in MSCI in Q4 2020 and has held it in 22 quarters since.
Elk River Wealth Management's MSCI position peaked at $478K in Q4 2021.
1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Elk River Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.