EA
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Emerald Advisers’s MSCI MSCI Stock Holding History

Emerald Advisers’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 		– Sell
-404
Closed -$218K – 251
2026
Q1 		$218K Hold
404
– – 0.01% 210
2025
Q4 		$232K Sell
404
-18
-4% -$10.1K 0.01% 211
2025
Q3 		$239K Sell
422
-449
-52% -$254K 0.01% 222
2025
Q2 		$502K Buy
871
+17
+2% +$9.41K 0.02% 177
2025
Q1 		$483K Sell
854
-47
-5% -$27.3K 0.02% 165
2024
Q4 		$541K Buy
901
+3
+0.3% +$1.8K 0.02% 170
2024
Q3 		$523K Sell
898
-20
-2% -$10.8K 0.02% 172
2024
Q2 		$442K Sell
918
-152
-14% -$75.4K 0.02% 179
2024
Q1 		$600K Sell
1,070
-12
-1% -$6.75K 0.02% 171
2023
Q4 		$612K Sell
1,082
-6
-0.6% -$3.1K 0.03% 170
2023
Q3 		$558K Buy
+1,088
New +$572K 0.03% 164

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

Emerald Advisers's MSCI Position: Q2 2026 in Review

Emerald Advisers sold out of MSCI (MSCI) in Q2 2026, closing a stake of 404 shares — an estimated $218K sold.

Emerald Advisers first reported a position in MSCI in Q3 2023 and held it in 11 quarters. The position peaked at $612K in Q4 2023. 1,083 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Emerald Advisers reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Emerald Advisers sold 404 MSCI shares in Q2 2026, an estimated $218K.
  • Emerald Advisers first reported a position in MSCI in Q3 2023 and held it in 11 quarters.
  • Emerald Advisers's MSCI position peaked at $612K in Q4 2023.
  • 1,083 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.