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Financial Consulate’s MSCI MSCI Stock Holding History

Financial Consulate’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 		$108K Sell
192
-17
-8% -$9.92K 0.01% 230
2026
Q1 		$113K Sell
209
-83
-28% -$46.8K 0.01% 202
2025
Q4 		$168K Sell
292
-104
-26% -$58.3K 0.02% 179
2025
Q3 		$225K Buy
+396
New +$224K 0.03% 153

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

Financial Consulate's MSCI Position: Q2 2026 in Review

Financial Consulate reduced its MSCI (MSCI) stake by 8.1% in Q2 2026, selling an estimated $9.92K and leaving 192 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #230.

Financial Consulate first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $225K in Q3 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Financial Consulate held 192 shares of MSCI worth $108K as of Q2 2026.
  • Financial Consulate sold 17 MSCI shares in Q2 2026, an estimated $9.92K.
  • MSCI made up 0.01% of Financial Consulate's portfolio in Q2 2026, its #230 holding.
  • Financial Consulate first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's MSCI position peaked at $225K in Q3 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.