Elwood Capital Partners’s MSCI MSCI Stock Holding History

Elwood Capital 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 Q1	–	Sell	-5,000	Closed	-$2.87M	–	35
2025 Q4	$2.87M	Buy	+5,000	New	+$2.8M	1.71%	21

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Elwood Capital Partners's MSCI Position: Q1 2026 in Review

Elwood Capital Partners sold out of MSCI (MSCI) in Q1 2026, closing a stake of 5,000 shares — an estimated $2.87M sold.

Elwood Capital Partners first reported a position in MSCI in Q4 2025 and held it in 1 quarter. The position peaked at $2.87M in Q4 2025. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Elwood Capital Partners reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
Elwood Capital Partners sold 5,000 MSCI shares in Q1 2026, an estimated $2.87M.
Elwood Capital Partners first reported a position in MSCI in Q4 2025 and held it in 1 quarter.
Elwood Capital Partners's MSCI position peaked at $2.87M in Q4 2025.
1,067 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Elwood Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.