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Founders Financial Alliance’s MSCI MSCI Stock Holding History

Founders Financial Alliance’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 		– Sell
-411
Closed -$222K – 810
2026
Q1 		$222K Sell
411
-83
-17% -$46.8K 0.04% 364
2025
Q4 		$283K Buy
494
+7
+1% +$3.93K 0.05% 300
2025
Q3 		$276K Sell
487
-10
-2% -$5.65K 0.05% 300
2025
Q2 		$287K Buy
497
+35
+8% +$19.4K 0.07% 262
2025
Q1 		$261K Buy
+462
New +$269K 0.06% 280
2020
Q4 		– Sell
-41
Closed -$15K – 936
2020
Q3 		$15K Buy
+41
New +$14.9K 0.01% 650

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

Founders Financial Alliance's MSCI Position: Q2 2026 in Review

Founders Financial Alliance sold out of MSCI (MSCI) in Q2 2026, closing a stake of 411 shares — an estimated $222K sold.

Founders Financial Alliance first reported a position in MSCI in Q3 2020 and held it in 6 quarters. The position peaked at $287K in Q2 2025. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Founders Financial Alliance reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Founders Financial Alliance sold 411 MSCI shares in Q2 2026, an estimated $222K.
  • Founders Financial Alliance first reported a position in MSCI in Q3 2020 and held it in 6 quarters.
  • Founders Financial Alliance's MSCI position peaked at $287K in Q2 2025.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.