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Financial Network Wealth Advisors’s MSCI MSCI Stock Holding History

Financial Network Wealth Advisors’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 		$2.27K Sell
4
-2
-33% -$1.17K ﹤0.01% 681
2026
Q1 		$3.26K Sell
6
-75
-93% -$42.3K ﹤0.01% 599
2025
Q4 		$46.5K Sell
81
-7
-8% -$3.93K 0.05% 280
2025
Q3 		$49.9K Sell
88
-14
-14% -$7.91K 0.05% 267
2025
Q2 		$58.8K Buy
102
+1
+1% +$553 0.07% 233
2025
Q1 		$57.1K Buy
101
+8
+9% +$4.65K 0.08% 226
2024
Q4 		$55.8K Sell
93
-64
-41% -$38.4K 0.1% 171
2024
Q3 		$91.5K Buy
157
+55
+54% +$29.8K 0.08% 209
2024
Q2 		$49.4K Buy
+102
New +$50.6K 0.04% 307

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 Network Wealth Advisors's MSCI Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its MSCI (MSCI) stake by 33% in Q2 2026, selling an estimated $1.17K and leaving 4 shares worth $2.27K. The position accounts for ﹤0.01% of the portfolio, ranked #681.

Financial Network Wealth Advisors first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $91.5K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Financial Network Wealth Advisors held 4 shares of MSCI worth $2.27K as of Q2 2026.
  • Financial Network Wealth Advisors sold 2 MSCI shares in Q2 2026, an estimated $1.17K.
  • MSCI made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #681 holding.
  • Financial Network Wealth Advisors first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since.
  • Financial Network Wealth Advisors's MSCI position peaked at $91.5K in Q3 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.