Empower Advisory Group
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Empower Advisory Group’s MSCI MSCI Stock Holding History

Empower Advisory Group’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 		$210K Sell
390
-16
-4% -$9.02K ﹤0.01% 487
2025
Q4 		$233K Sell
406
-199
-33% -$112K ﹤0.01% 454
2025
Q3 		$343K Sell
605
-18,022
-97% -$10.2M ﹤0.01% 400
2025
Q2 		$10.7M Buy
18,627
+44
+0.2% +$24.4K 0.03% 159
2025
Q1 		$10.5M Sell
18,583
-213
-1% -$124K 0.03% 159
2024
Q4 		$11.3M Sell
18,796
-76
-0.4% -$45.6K 0.04% 156
2024
Q3 		$11M Sell
18,872
-163
-0.9% -$88.4K 0.04% 157
2024
Q2 		$9.17M Sell
19,035
-226
-1% -$112K 0.03% 162
2024
Q1 		$10.8M Sell
19,261
-685
-3% -$385K 0.04% 160
2023
Q4 		$11.3M Sell
19,946
-336
-2% -$173K 0.04% 160
2023
Q3 		$10.4M Sell
20,282
-130
-0.6% -$68.3K 0.05% 154
2023
Q2 		$9.58M Sell
20,412
-105
-0.5% -$51.2K 0.04% 172
2023
Q1 		$11.4M Buy
+20,517
New +$10.9M 0.05% 156

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

Empower Advisory Group's MSCI Position: Q1 2026 in Review

Empower Advisory Group reduced its MSCI (MSCI) stake by 3.9% in Q1 2026, selling an estimated $9.02K and leaving 390 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Empower Advisory Group first reported a position in MSCI in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.4M in Q1 2023. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Empower Advisory Group held 390 shares of MSCI worth $210K as of Q1 2026.
  • Empower Advisory Group sold 16 MSCI shares in Q1 2026, an estimated $9.02K.
  • MSCI made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #487 holding.
  • Empower Advisory Group first reported a position in MSCI in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's MSCI position peaked at $11.4M in Q1 2023.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.