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
2023 Q1	–	Sell	-639	Closed	-$297K	–	641
2022 Q4	$297K	Buy	+639	New	+$297K	0.02%	396

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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. 1,090 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.
1,090 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.