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Equitable Holdings’s MSCI MSCI Stock Holding History

Equitable Holdings’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 		$507K Sell
905
-1,631
-64% -$952K ﹤0.01% 1317
2026
Q1 		$1.45M Sell
2,536
-49
-2% -$27.6K 0.01% 850
2025
Q4 		$1.48M Buy
2,585
+18
+0.7% +$10.1K 0.01% 737
2025
Q3 		$1.46M Buy
2,567
+427
+20% +$241K 0.01% 720
2025
Q2 		$1.23M Buy
2,140
+347
+19% +$192K 0.01% 740
2025
Q1 		$1.01M Buy
1,793
+420
+31% +$244K 0.01% 709
2024
Q4 		$824K Buy
1,373
+1,021
+290% +$613K 0.01% 730
2024
Q3 		$205K Buy
+352
New +$191K ﹤0.01% 1183
2024
Q2 		– Sell
-462
Closed -$259K – 1236
2024
Q1 		$259K Buy
462
+40
+9% +$22.5K ﹤0.01% 1005
2023
Q4 		$239K Buy
+422
New +$218K ﹤0.01% 1008
2023
Q3 		– Sell
-547
Closed -$257K – 1090
2023
Q2 		$257K Buy
547
+36
+7% +$17.6K ﹤0.01% 909
2023
Q1 		$286K Buy
511
+12
+2% +$6.35K ﹤0.01% 814
2022
Q4 		$232K Buy
+499
New +$232K ﹤0.01% 809

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

Equitable Holdings's MSCI Position: Q2 2026 in Review

Equitable Holdings reduced its MSCI (MSCI) stake by 64% in Q2 2026, selling an estimated $952K and leaving 905 shares worth $507K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

Equitable Holdings first reported a position in MSCI in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.48M in Q4 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Equitable Holdings held 905 shares of MSCI worth $507K as of Q2 2026.
  • Equitable Holdings sold 1,631 MSCI shares in Q2 2026, an estimated $952K.
  • MSCI made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1317 holding.
  • Equitable Holdings first reported a position in MSCI in Q4 2022 and has held it in 13 quarters since.
  • Equitable Holdings's MSCI position peaked at $1.48M in Q4 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.