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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Financial Consulate's MSCI Position: Q1 2026 in Review

Financial Consulate reduced its MSCI (MSCI) stake by 28% in Q1 2026, selling an estimated $46.8K and leaving 209 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #202.

Financial Consulate first reported a position in MSCI in Q3 2025 and has held it in 3 quarters since. The position peaked at $225K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Financial Consulate held 209 shares of MSCI worth $113K as of Q1 2026.
  • Financial Consulate sold 83 MSCI shares in Q1 2026, an estimated $46.8K.
  • MSCI made up 0.01% of Financial Consulate's portfolio in Q1 2026, its #202 holding.
  • Financial Consulate first reported a position in MSCI in Q3 2025 and has held it in 3 quarters since.
  • Financial Consulate's MSCI position peaked at $225K in Q3 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.