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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
Q3 		$232K Buy
430
+180
+72% +$103K 0.11% 207
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Essential Partners's MSCI Position: Q3 2026 in Review

Essential Partners increased its MSCI (MSCI) stake by 72% in Q3 2026, buying an estimated $103K and bringing the position to 430 shares worth $232K. The position accounts for 0.11% of the portfolio, ranked #207.

Essential Partners first reported a position in MSCI in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.79M in Q2 2025. 125 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Essential Partners held 430 shares of MSCI worth $232K as of Q3 2026.
  • Essential Partners bought 180 MSCI shares in Q3 2026, an estimated $103K.
  • MSCI made up 0.11% of Essential Partners's portfolio in Q3 2026, its #207 holding.
  • Essential Partners first reported a position in MSCI in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's MSCI position peaked at $1.79M in Q2 2025.
  • 125 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.