First Foundation Advisors’s MSCI MSCI Stock Holding History

First Foundation 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	$3.17M	Sell	5,664 -302	-5%	-$176K	0.11%	116
2026 Q1	$3.22M	Sell	5,966 -57	-0.9%	-$32.1K	0.13%	109
2025 Q4	$3.46M	Sell	6,023 -1,050	-15%	-$589K	0.13%	103
2025 Q3	$4.01M	Sell	7,073 -925	-12%	-$523K	0.15%	98
2025 Q2	$4.61M	Buy	7,998 +44	+0.6%	+$24.4K	0.17%	86
2025 Q1	$4.5M	Buy	7,954 +461	+6%	+$268K	0.18%	86
2024 Q4	$4.5M	Buy	7,493 +852	+13%	+$511K	0.17%	90
2024 Q3	$3.87M	Buy	6,641 +1,026	+18%	+$556K	0.15%	91
2024 Q2	$2.71M	Buy	5,615 +467	+9%	+$232K	0.1%	105
2024 Q1	$2.89M	Buy	5,148 +385	+8%	+$216K	0.12%	97
2023 Q4	$2.69M	Sell	4,763 -15	-0.3%	-$7.74K	0.12%	97
2023 Q3	$2.45M	Buy	+4,778	New	+$2.51M	0.11%	113

Other funds holding MSCI

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

First Foundation Advisors's MSCI Position: Q2 2026 in Review

First Foundation Advisors reduced its MSCI (MSCI) stake by 5.1% in Q2 2026, selling an estimated $176K and leaving 5,664 shares worth $3.17M. The position accounts for 0.11% of the portfolio, ranked #116.

First Foundation Advisors first reported a position in MSCI in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.61M in Q2 2025. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

First Foundation Advisors held 5,664 shares of MSCI worth $3.17M as of Q2 2026.
First Foundation Advisors sold 302 MSCI shares in Q2 2026, an estimated $176K.
MSCI made up 0.11% of First Foundation Advisors's portfolio in Q2 2026, its #116 holding.
First Foundation Advisors first reported a position in MSCI in Q3 2023 and has held it in 12 quarters since.
First Foundation Advisors's MSCI position peaked at $4.61M in Q2 2025.
1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.