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Forum Financial Management’s MSCI MSCI Stock Holding History

Forum Financial Management’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
-617
Closed -$354K – 738
2025
Q4 		$354K Buy
617
+1
+0.2% +$561 ﹤0.01% 658
2025
Q3 		$350K Buy
616
+73
+13% +$41.3K ﹤0.01% 656
2025
Q2 		$313K Sell
543
-10
-2% -$5.54K ﹤0.01% 647
2025
Q1 		$313K Hold
553
– – 0.01% 575
2024
Q4 		$332K Buy
553
+32
+6% +$19.2K 0.01% 554
2024
Q3 		$304K Buy
521
+6
+1% +$3.25K 0.01% 508
2024
Q2 		$248K Buy
515
+1
+0.2% +$496 ﹤0.01% 560
2024
Q1 		$288K Hold
514
– – ﹤0.01% 519
2023
Q4 		$291K Hold
514
– – 0.01% 469
2023
Q3 		$264K Hold
514
– – 0.01% 468
2023
Q2 		$241K Buy
514
+2
+0.4% +$976 0.01% 527
2023
Q1 		$287K Hold
512
– – 0.01% 416
2022
Q4 		$238K Sell
512
-37
-7% -$17.2K 0.01% 483
2022
Q3 		$232K Sell
549
-37
-6% -$16.9K 0.01% 442
2022
Q2 		$242K Buy
586
+161
+38% +$70.1K 0.01% 442
2022
Q1 		$213K Buy
425
+16
+4% +$8.3K 0.01% 541
2021
Q4 		$251K Buy
+409
New +$257K 0.01% 498

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Forum Financial Management's MSCI Position: Q1 2026 in Review

Forum Financial Management sold out of MSCI (MSCI) in Q1 2026, closing a stake of 617 shares — an estimated $354K sold.

Forum Financial Management first reported a position in MSCI in Q4 2021 and held it in 17 quarters. The position peaked at $354K in Q4 2025. 1,063 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Forum Financial Management reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 617 MSCI shares in Q1 2026, an estimated $354K.
  • Forum Financial Management first reported a position in MSCI in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's MSCI position peaked at $354K in Q4 2025.
  • 1,063 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.