Empirical Wealth Management
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Empirical Wealth Management’s MSCI MSCI Stock Holding History

Empirical Wealth 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
Q3 		– Sell
-409
Closed -$229K – 1204
2026
Q2 		$229K Buy
+409
New +$239K ﹤0.01% 972

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Temasek Holdings
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Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Empirical Wealth Management's MSCI Position: Q3 2026 in Review

Empirical Wealth Management sold out of MSCI (MSCI) in Q3 2026, closing a stake of 409 shares — an estimated $229K sold.

Empirical Wealth Management first reported a position in MSCI in Q2 2026 and held it in 1 quarter. The position peaked at $229K in Q2 2026. 312 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Empirical Wealth Management reported no remaining MSCI position as of Q3 2026 after selling out during the quarter.
  • Empirical Wealth Management sold 409 MSCI shares in Q3 2026, an estimated $229K.
  • Empirical Wealth Management first reported a position in MSCI in Q2 2026 and held it in 1 quarter.
  • Empirical Wealth Management's MSCI position peaked at $229K in Q2 2026.
  • 312 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.