Focus Partners Wealth
MSCI icon

Focus Partners Wealth’s MSCI MSCI Stock Holding History

Focus Partners Wealth’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 		$44.9M Sell
80,230
-82
-0.1% -$47.8K 0.05% 334
2026
Q1 		$43.3M Buy
80,312
+5,045
+7% +$2.84M 0.05% 319
2025
Q4 		$43.2M Buy
75,267
+4,299
+6% +$2.41M 0.05% 318
2025
Q3 		$40.3M Buy
70,968
+45,789
+182% +$25.9M 0.07% 250
2025
Q2 		$14.5M Buy
25,179
+451
+2% +$250K 0.03% 427
2025
Q1 		$14M Buy
24,728
+2,277
+10% +$1.32M 0.04% 406
2024
Q4 		$13.5M Buy
22,451
+15,547
+225% +$9.33M 0.04% 399
2024
Q3 		$4.01M Sell
6,904
-15,115
-69% -$8.2M 0.01% 611
2024
Q2 		$10.6M Buy
22,019
+16,663
+311% +$8.27M 0.04% 379
2024
Q1 		$3M Buy
5,356
+808
+18% +$454K 0.02% 417
2023
Q4 		$2.57M Buy
+4,548
New +$2.35M 0.03% 319

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

Focus Partners Wealth's MSCI Position: Q2 2026 in Review

Focus Partners Wealth reduced its MSCI (MSCI) stake by 0.1% in Q2 2026, selling an estimated $47.8K and leaving 80,230 shares worth $44.9M. The position accounts for 0.05% of the portfolio, ranked #334.

Focus Partners Wealth first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Focus Partners Wealth held 80,230 shares of MSCI worth $44.9M as of Q2 2026.
  • Focus Partners Wealth sold 82 MSCI shares in Q2 2026, an estimated $47.8K.
  • MSCI made up 0.05% of Focus Partners Wealth's portfolio in Q2 2026, its #334 holding.
  • Focus Partners Wealth first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.