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Empowered Funds’s MSCI MSCI Stock Holding History

Empowered Funds’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 		$4.76M Sell
8,491
-3,071
-27% -$1.79M 0.03% 732
2026
Q1 		$6.23M Buy
11,562
+4,901
+74% +$2.76M 0.04% 557
2025
Q4 		$3.82M Buy
6,661
+556
+9% +$312K 0.06% 320
2025
Q3 		$3.46M Buy
6,105
+1,258
+26% +$711K 0.04% 628
2025
Q2 		$2.8M Buy
4,847
+2,844
+142% +$1.57M 0.03% 676
2025
Q1 		$1.13M Buy
2,003
+142
+8% +$82.5K 0.02% 952
2024
Q4 		$1.12M Buy
1,861
+390
+27% +$234K 0.02% 938
2024
Q3 		$857K Buy
1,471
+50
+4% +$27.1K 0.01% 942
2024
Q2 		$685K Sell
1,421
-1,417
-50% -$703K 0.01% 967
2024
Q1 		$1.59M Buy
2,838
+1,937
+215% +$1.09M 0.03% 684
2023
Q4 		$510K Buy
901
+106
+13% +$54.7K 0.01% 983
2023
Q3 		$408K Buy
795
+145
+22% +$76.2K 0.01% 981
2023
Q2 		$305K Sell
650
-73
-10% -$35.6K 0.01% 957
2023
Q1 		$405K Buy
+723
New +$382K 0.02% 420
2020
Q4 		– Sell
-3,902
Closed -$1.39M – 202
2020
Q3 		$1.39M Buy
3,902
+77
+2% +$28K 0.43% 84
2020
Q2 		$1.28M Buy
+3,825
New +$1.24M 0.49% 79
2019
Q4 		– Sell
-5,233
Closed -$1.14M – 129
2019
Q3 		$1.14M Buy
5,233
+120
+2% +$27.8K 0.5% 66
2019
Q2 		$1.22M Buy
+5,113
New +$1.15M 0.51% 63

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

Empowered Funds's MSCI Position: Q2 2026 in Review

Empowered Funds reduced its MSCI (MSCI) stake by 27% in Q2 2026, selling an estimated $1.79M and leaving 8,491 shares worth $4.76M. The position accounts for 0.03% of the portfolio, ranked #732.

Empowered Funds first reported a position in MSCI in Q2 2019 and has held it in 18 quarters since. The position peaked at $6.23M in Q1 2026. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Empowered Funds held 8,491 shares of MSCI worth $4.76M as of Q2 2026.
  • Empowered Funds sold 3,071 MSCI shares in Q2 2026, an estimated $1.79M.
  • MSCI made up 0.03% of Empowered Funds's portfolio in Q2 2026, its #732 holding.
  • Empowered Funds first reported a position in MSCI in Q2 2019 and has held it in 18 quarters since.
  • Empowered Funds's MSCI position peaked at $6.23M in Q1 2026.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.