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
Q2 		$217K Sell
387
-3
-0.8% -$1.75K ﹤0.01% 509
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 $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

Empower Advisory Group's MSCI Position: Q2 2026 in Review

Empower Advisory Group reduced its MSCI (MSCI) stake by 0.77% in Q2 2026, selling an estimated $1.75K and leaving 387 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Empower Advisory Group first reported a position in MSCI in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.4M in Q1 2023. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Empower Advisory Group held 387 shares of MSCI worth $217K as of Q2 2026.
  • Empower Advisory Group sold 3 MSCI shares in Q2 2026, an estimated $1.75K.
  • MSCI made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #509 holding.
  • Empower Advisory Group first reported a position in MSCI in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's MSCI position peaked at $11.4M in Q1 2023.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.