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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Empowered Funds's MSCI Position: Q1 2026 in Review

Empowered Funds increased its MSCI (MSCI) stake by 74% in Q1 2026, buying an estimated $2.76M and bringing the position to 11,562 shares worth $6.23M. The position accounts for 0.04% of the portfolio, ranked #557.

Empowered Funds first reported a position in MSCI in Q2 2019 and has held it in 17 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Empowered Funds held 11,562 shares of MSCI worth $6.23M as of Q1 2026.
Empowered Funds bought 4,901 MSCI shares in Q1 2026, an estimated $2.76M.
MSCI made up 0.04% of Empowered Funds's portfolio in Q1 2026, its #557 holding.
Empowered Funds first reported a position in MSCI in Q2 2019 and has held it in 17 quarters since.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.