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Financial Management Professionals’s MSCI MSCI Stock Holding History

Financial Management Professionals’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 		$23K Hold
41
– – ﹤0.01% 413
2026
Q1 		$22.1K Hold
41
– – ﹤0.01% 387
2025
Q4 		$23.5K Hold
41
– – ﹤0.01% 373
2025
Q3 		$23.3K Buy
41
+2
+5% +$1.13K ﹤0.01% 376
2025
Q2 		$22.5K Buy
39
+5
+15% +$2.77K ﹤0.01% 393
2025
Q1 		$19.2K Sell
34
-1
-3% -$581 ﹤0.01% 430
2024
Q4 		$21K Hold
35
– – ﹤0.01% 402
2024
Q3 		$20K Buy
35
+3
+9% +$1.63K ﹤0.01% 426
2024
Q2 		$15K Sell
32
-2
-6% -$992 ﹤0.01% 432
2024
Q1 		$19K Buy
34
+3
+10% +$1.69K ﹤0.01% 425
2023
Q4 		$18K Buy
31
+1
+3% +$516 ﹤0.01% 423
2023
Q3 		$15K Hold
30
– – ﹤0.01% 425
2023
Q2 		$14K Sell
30
-1
-3% -$488 ﹤0.01% 481
2023
Q1 		$17K Buy
31
+1
+3% +$529 ﹤0.01% 459
2022
Q4 		$14K Hold
30
– – ﹤0.01% 440
2022
Q3 		$13K Hold
30
– – ﹤0.01% 430
2022
Q2 		$12K Buy
30
+3
+11% +$1.31K ﹤0.01% 462
2022
Q1 		$14K Buy
27
+11
+69% +$5.7K ﹤0.01% 441
2021
Q4 		$10K Hold
16
– – ﹤0.01% 484
2021
Q3 		$10K Hold
16
– – ﹤0.01% 481
2021
Q2 		$9K Hold
16
– – ﹤0.01% 418
2021
Q1 		$7K Hold
16
– – ﹤0.01% 429
2020
Q4 		$7K Hold
16
– – ﹤0.01% 411
2020
Q3 		$6K Hold
16
– – ﹤0.01% 379
2020
Q2 		$5K Buy
+16
New +$5.17K ﹤0.01% 391
2017
Q2 		– Sell
-100
Closed -$9K – 281
2017
Q1 		$9K Buy
+100
New +$9.06K ﹤0.01% 178

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 Management Professionals's MSCI Position: Q2 2026 in Review

Financial Management Professionals held its MSCI (MSCI) position steady in Q2 2026 at 41 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Financial Management Professionals first reported a position in MSCI in Q1 2017 and has held it in 26 quarters since. The position peaked at $23.5K in Q4 2025. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Financial Management Professionals held 41 shares of MSCI worth $23K as of Q2 2026.
  • Financial Management Professionals left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #413 holding.
  • Financial Management Professionals first reported a position in MSCI in Q1 2017 and has held it in 26 quarters since.
  • Financial Management Professionals's MSCI position peaked at $23.5K in Q4 2025.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.