GWM
MSCI icon

Gibbs Wealth Management’s MSCI MSCI Stock Holding History

Gibbs Wealth 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 		$1.52M Sell
2,821
-485
-15% -$273K 0.2% 104
2025
Q4 		$1.92M Sell
3,306
-478
-13% -$268K 0.46% 37
2025
Q3 		$2.15M Sell
3,784
-573
-13% -$324K 0.49% 38
2025
Q2 		$2.51M Buy
4,357
+755
+21% +$418K 0.48% 41
2025
Q1 		$2.04M Buy
3,602
+614
+21% +$357K 0.49% 46
2024
Q4 		$1.79M Buy
2,988
+446
+18% +$268K 0.49% 47
2024
Q3 		$1.48M Buy
2,542
+1,256
+98% +$681K 0.48% 47
2024
Q2 		$620K Buy
+1,286
New +$638K 0.25% 94

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 $3.38T AUM 44.17% 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

Gibbs Wealth Management's MSCI Position: Q1 2026 in Review

Gibbs Wealth Management reduced its MSCI (MSCI) stake by 15% in Q1 2026, selling an estimated $273K and leaving 2,821 shares worth $1.52M. The position accounts for 0.2% of the portfolio, ranked #104.

Gibbs Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.51M in Q2 2025. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Gibbs Wealth Management held 2,821 shares of MSCI worth $1.52M as of Q1 2026.
  • Gibbs Wealth Management sold 485 MSCI shares in Q1 2026, an estimated $273K.
  • MSCI made up 0.2% of Gibbs Wealth Management's portfolio in Q1 2026, its #104 holding.
  • Gibbs Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since.
  • Gibbs Wealth Management's MSCI position peaked at $2.51M in Q2 2025.
  • 1,067 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.