Envestnet Portfolio Solutions’s MSCI MSCI Stock Holding History

Envestnet Portfolio Solutions’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	$366K	Sell	654 -3,174	-83%	-$1.85M	﹤0.01%	1103
2026 Q1	$2.06M	Sell	3,828 -1,094	-22%	-$617K	0.01%	449
2025 Q4	$2.82M	Buy	4,922 +3,979	+422%	+$2.23M	0.01%	472
2025 Q3	$535K	Sell	943 -267	-22%	-$151K	﹤0.01%	997
2025 Q2	$698K	Sell	1,210 -805	-40%	-$446K	﹤0.01%	946
2025 Q1	$1.14M	Sell	2,015 -2,376	-54%	-$1.38M	﹤0.01%	750
2024 Q4	$2.63M	Buy	4,391 +89	+2%	+$53.4K	0.01%	579
2024 Q3	$2.51M	Sell	4,302 -655	-13%	-$355K	0.01%	589
2024 Q2	$2.39M	Sell	4,957 -1,829	-27%	-$908K	0.01%	584
2024 Q1	$3.8M	Buy	6,786 +168	+3%	+$94.4K	0.01%	450
2023 Q4	$3.74M	Sell	6,618 -765	-10%	-$395K	0.02%	408
2023 Q3	$3.79M	Buy	+7,383	New	+$3.88M	0.02%	379

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

Envestnet Portfolio Solutions's MSCI Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its MSCI (MSCI) stake by 83% in Q2 2026, selling an estimated $1.85M and leaving 654 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1103.

Envestnet Portfolio Solutions first reported a position in MSCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.8M in Q1 2024. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Envestnet Portfolio Solutions held 654 shares of MSCI worth $366K as of Q2 2026.
Envestnet Portfolio Solutions sold 3,174 MSCI shares in Q2 2026, an estimated $1.85M.
MSCI made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1103 holding.
Envestnet Portfolio Solutions first reported a position in MSCI in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's MSCI position peaked at $3.8M in Q1 2024.
1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.