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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return