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Empirical Finance’s MSCI MSCI Stock Holding History

Empirical Finance’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 		$1.55M Buy
2,759
+83
+3% +$48.4K 0.06% 239
2026
Q1 		$1.44M Sell
2,676
-7
-0.3% -$3.95K 0.07% 242
2025
Q4 		$1.54M Sell
2,683
-114
-4% -$63.9K 0.07% 213
2025
Q3 		$1.59M Buy
2,797
+25
+0.9% +$14.1K 0.08% 223
2025
Q2 		$1.6M Buy
2,772
+20
+0.7% +$11.1K 0.08% 219
2025
Q1 		$1.56M Buy
2,752
+61
+2% +$35.5K 0.09% 195
2024
Q4 		$1.61M Sell
2,691
-28
-1% -$16.8K 0.09% 183
2024
Q3 		$1.58M Buy
2,719
+58
+2% +$31.4K 0.09% 186
2024
Q2 		$1.28M Sell
2,661
-209
-7% -$104K 0.08% 210
2024
Q1 		$1.61M Buy
2,870
+93
+3% +$52.3K 0.1% 186
2023
Q4 		$1.57M Buy
2,777
+14
+0.5% +$7.23K 0.11% 174
2023
Q3 		$1.42M Buy
2,763
+249
+10% +$131K 0.1% 177
2023
Q2 		$1.18M Buy
2,514
+282
+13% +$138K 0.09% 200
2023
Q1 		$1.25M Buy
2,232
+89
+4% +$47.1K 0.12% 166
2022
Q4 		$997K Buy
2,143
+182
+9% +$84.7K 0.1% 198
2022
Q3 		$827K Buy
1,961
+327
+20% +$150K 0.1% 195
2022
Q2 		$673K Buy
1,634
+81
+5% +$35.3K 0.09% 217
2022
Q1 		$781K Buy
1,553
+169
+12% +$87.6K 0.09% 216
2021
Q4 		$848K Buy
1,384
+373
+37% +$234K 0.1% 181
2021
Q3 		$615K Buy
1,011
+68
+7% +$41.5K 0.09% 209
2021
Q2 		$503K Buy
943
+134
+17% +$63.9K 0.08% 241
2021
Q1 		$361K Hold
809
– – 0.06% 234
2020
Q4 		$361K Buy
809
+150
+23% +$58.9K 0.06% 234
2020
Q3 		$235K Buy
+659
New +$239K 0.05% 251

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

Empirical Finance's MSCI Position: Q2 2026 in Review

Empirical Finance increased its MSCI (MSCI) stake by 3.1% in Q2 2026, buying an estimated $48.4K and bringing the position to 2,759 shares worth $1.55M. The position accounts for 0.06% of the portfolio, ranked #239.

Empirical Finance first reported a position in MSCI in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.61M in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Empirical Finance held 2,759 shares of MSCI worth $1.55M as of Q2 2026.
  • Empirical Finance bought 83 MSCI shares in Q2 2026, an estimated $48.4K.
  • MSCI made up 0.06% of Empirical Finance's portfolio in Q2 2026, its #239 holding.
  • Empirical Finance first reported a position in MSCI in Q3 2020 and has held it in 24 quarters since.
  • Empirical Finance's MSCI position peaked at $1.61M in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Empirical Finance's 13F filing for Q2 2026, filed 14 Aug 2026.