EF
MSCI icon

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
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 $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 Finance's MSCI Position: Q1 2026 in Review

Empirical Finance reduced its MSCI (MSCI) stake by 0.26% in Q1 2026, selling an estimated $3.95K and leaving 2,676 shares worth $1.44M. The position accounts for 0.07% of the portfolio, ranked #242.

Empirical Finance first reported a position in MSCI in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.61M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Empirical Finance held 2,676 shares of MSCI worth $1.44M as of Q1 2026.
  • Empirical Finance sold 7 MSCI shares in Q1 2026, an estimated $3.95K.
  • MSCI made up 0.07% of Empirical Finance's portfolio in Q1 2026, its #242 holding.
  • Empirical Finance first reported a position in MSCI in Q3 2020 and has held it in 23 quarters since.
  • Empirical Finance's MSCI position peaked at $1.61M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Empirical Finance's 13F filing for Q1 2026, filed 14 May 2026.