EAM
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Empirical Asset Management’s MSCI MSCI Stock Holding History

Empirical Asset 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 		– Sell
-1,398
Closed -$802K – 418
2025
Q4 		$802K Buy
1,398
+6
+0.4% +$3.37K 0.23% 123
2025
Q3 		$790K Buy
1,392
+193
+16% +$109K 0.22% 146
2025
Q2 		$692K Buy
1,199
+244
+26% +$135K 0.21% 146
2025
Q1 		$540K Buy
955
+491
+106% +$285K 0.18% 167
2024
Q4 		$278K Buy
+464
New +$278K 0.09% 240
2024
Q3 		– Sell
-951
Closed -$458K – 341
2024
Q2 		$458K Buy
951
+319
+50% +$158K 0.17% 175
2024
Q1 		$354K Sell
632
-326
-34% -$183K 0.17% 172
2023
Q4 		$542K Buy
+958
New +$495K 0.44% 82
2023
Q3 		– Sell
-593
Closed -$278K – 185
2023
Q2 		$278K Buy
+593
New +$289K 0.25% 121

Other funds holding MSCI

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Empirical Asset Management's MSCI Position: Q1 2026 in Review

Empirical Asset Management sold out of MSCI (MSCI) in Q1 2026, closing a stake of 1,398 shares — an estimated $802K sold.

Empirical Asset Management first reported a position in MSCI in Q2 2023 and held it in 9 quarters. The position peaked at $802K in Q4 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Empirical Asset Management reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Empirical Asset Management sold 1,398 MSCI shares in Q1 2026, an estimated $802K.
  • Empirical Asset Management first reported a position in MSCI in Q2 2023 and held it in 9 quarters.
  • Empirical Asset Management's MSCI position peaked at $802K in Q4 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.