FRA
MSCI icon

Frank Rimerman Advisors’s MSCI MSCI Stock Holding History

Frank Rimerman Advisors’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 		$1.03M Sell
1,920
-4
-0.2% -$2.26K 0.07% 233
2025
Q4 		$1.1M Buy
1,924
+16
+0.8% +$8.97K 0.07% 218
2025
Q3 		$1.08M Sell
1,908
-36
-2% -$20.4K 0.07% 215
2025
Q2 		$1.12M Sell
1,944
-103
-5% -$57K 0.08% 194
2025
Q1 		$1.16M Buy
2,047
+29
+1% +$16.9K 0.09% 179
2024
Q4 		$1.21M Buy
2,018
+50
+3% +$30K 0.09% 172
2024
Q3 		$1.15M Buy
1,968
+17
+0.9% +$9.22K 0.08% 193
2024
Q2 		$940K Buy
1,951
+1,943
+24,288% +$964K 0.07% 232
2024
Q1 		$4.48K Hold
8
– – ﹤0.01% 212
2023
Q4 		$4.53K Buy
+8
New +$4.13K ﹤0.01% 203
2022
Q2 		– Sell
-1,191
Closed -$599K – 110
2022
Q1 		$599K Hold
1,191
– – 0.19% 67
2021
Q4 		$730K Buy
1,191
+154
+15% +$96.6K 0.24% 59
2021
Q3 		$631K Buy
+1,037
New +$634K 0.24% 56

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

Frank Rimerman Advisors's MSCI Position: Q1 2026 in Review

Frank Rimerman Advisors reduced its MSCI (MSCI) stake by 0.21% in Q1 2026, selling an estimated $2.26K and leaving 1,920 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #233.

Frank Rimerman Advisors first reported a position in MSCI in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.21M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Frank Rimerman Advisors held 1,920 shares of MSCI worth $1.03M as of Q1 2026.
  • Frank Rimerman Advisors sold 4 MSCI shares in Q1 2026, an estimated $2.26K.
  • MSCI made up 0.07% of Frank Rimerman Advisors's portfolio in Q1 2026, its #233 holding.
  • Frank Rimerman Advisors first reported a position in MSCI in Q3 2021 and has held it in 13 quarters since.
  • Frank Rimerman Advisors's MSCI position peaked at $1.21M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.