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Essential Partners’s MSCI MSCI Stock Holding History

Essential Partners’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 		$140K Sell
250
-1,155
-82% -$674K 0.06% 328
2026
Q1 		$757K Sell
1,405
-1,531
-52% -$863K 0.25% 97
2025
Q4 		$1.68M Sell
2,936
-114
-4% -$63.9K 0.52% 37
2025
Q3 		$1.73M Sell
3,050
-57
-2% -$32.2K 0.57% 26
2025
Q2 		$1.79M Buy
+3,107
New +$1.72M 0.72% 23

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

Essential Partners's MSCI Position: Q2 2026 in Review

Essential Partners reduced its MSCI (MSCI) stake by 82% in Q2 2026, selling an estimated $674K and leaving 250 shares worth $140K. The position accounts for 0.06% of the portfolio, ranked #328.

Essential Partners first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.79M in Q2 2025. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Essential Partners held 250 shares of MSCI worth $140K as of Q2 2026.
  • Essential Partners sold 1,155 MSCI shares in Q2 2026, an estimated $674K.
  • MSCI made up 0.06% of Essential Partners's portfolio in Q2 2026, its #328 holding.
  • Essential Partners first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's MSCI position peaked at $1.79M in Q2 2025.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.