Essex Financial Services’s MSCI MSCI Stock Holding History

Essex Financial Services’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	$208K	Buy	+371	New	+$216K	0.01%	792

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Essex Financial Services's MSCI Position: Q2 2026 in Review

Essex Financial Services opened a new position in MSCI (MSCI) in Q2 2026: 371 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #792 among its holdings.

760 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Essex Financial Services held 371 shares of MSCI worth $208K as of Q2 2026.
MSCI was a new Essex Financial Services position in Q2 2026.
MSCI made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #792 holding.
760 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.