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GenTrust’s MSCI MSCI Stock Holding History

GenTrust’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 		$206K Buy
+382
New +$215K 0.01% 271

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

GenTrust's MSCI Position: Q1 2026 in Review

GenTrust opened a new position in MSCI (MSCI) in Q1 2026: 382 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #271 among its holdings.

1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • GenTrust held 382 shares of MSCI worth $206K as of Q1 2026.
  • MSCI was a new GenTrust position in Q1 2026.
  • MSCI made up 0.01% of GenTrust's portfolio in Q1 2026, its #271 holding.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.