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FORA Capital’s MSCI MSCI Stock Holding History

FORA Capital’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 		– Sell
-3,426
Closed -$1.87M – 541
2025
Q4 		$1.87M Buy
3,426
+1,536
+81% +$861K 0.23% 117
2025
Q3 		$1.07M Sell
1,890
-1,723
-48% -$974K 0.19% 152
2025
Q2 		$2.08M Buy
+3,613
New +$2M 0.23% 113
2024
Q1 		– Sell
-3,587
Closed -$2.03M – 515
2023
Q4 		$2.03M Sell
3,587
-2,861
-44% -$1.48M 0.17% 159
2023
Q3 		$3.31M Buy
6,448
+1,003
+18% +$527K 0.29% 104
2023
Q2 		$2.56M Sell
5,445
-1,044
-16% -$509K 0.36% 83
2023
Q1 		$3.63M Buy
6,489
+1,020
+19% +$540K 0.36% 79
2022
Q4 		$2.54M Buy
+5,469
New +$2.54M 0.41% 63
2022
Q2 		– Sell
-6,065
Closed -$3.1M – 592
2022
Q1 		$3.1M Buy
+6,065
New +$3.15M 0.56% 44
2021
Q2 		– Sell
-177
Closed -$74K – 1050
2021
Q1 		$74K Buy
+177
New +$74.4K 0.02% 472
2020
Q4 		– Sell
-505
Closed -$180K – 1057
2020
Q3 		$180K Buy
+505
New +$183K 0.12% 189
2020
Q2 		– Sell
-5,580
Closed -$1.61M – 1154
2020
Q1 		$1.61M Buy
+5,580
New +$1.58M 0.35% 62

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T 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

FORA Capital's MSCI Position: Q1 2026 in Review

FORA Capital sold out of MSCI (MSCI) in Q1 2026, closing a stake of 3,426 shares — an estimated $1.87M sold.

FORA Capital first reported a position in MSCI in Q1 2020 and held it in 12 quarters. The position peaked at $3.63M in Q1 2023. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • FORA Capital reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • FORA Capital sold 3,426 MSCI shares in Q1 2026, an estimated $1.87M.
  • FORA Capital first reported a position in MSCI in Q1 2020 and held it in 12 quarters.
  • FORA Capital's MSCI position peaked at $3.63M in Q1 2023.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.