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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s MSCI MSCI Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$8.4K Hold
15
– – ﹤0.01% 449
2026
Q1 		$8.09K Sell
15
-58
-79% -$32.7K ﹤0.01% 410
2025
Q4 		$41.9K Sell
73
-18
-20% -$10.1K 0.01% 318
2025
Q3 		$51.7K Sell
91
-8
-8% -$4.52K 0.02% 272
2025
Q2 		$57.1K Hold
99
– – 0.02% 259
2025
Q1 		$56K Buy
99
+16
+19% +$9.3K 0.02% 254
2024
Q4 		$49.8K Buy
83
+3
+4% +$1.8K 0.02% 263
2024
Q3 		$46.6K Hold
80
– – 0.02% 226
2024
Q2 		$38.5K Hold
80
– – 0.02% 223
2024
Q1 		$44.8K Hold
80
– – 0.03% 205
2023
Q4 		$45.3K Buy
+80
New +$41.3K 0.03% 186

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MSCI Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its MSCI (MSCI) position steady in Q2 2026 at 15 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.1K in Q2 2025. 565 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 15 shares of MSCI worth $8.4K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #449 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s MSCI position peaked at $57.1K in Q2 2025.
  • 565 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.