GSEP
MSCI icon

Golden State Equity Partners’s MSCI MSCI Stock Holding History

Golden State Equity Partners’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
-10
Closed -$5.39K – 1197
2026
Q1 		$5.39K Buy
+10
New +$5.64K ﹤0.01% 1461
2024
Q4 		– Sell
-40
Closed -$23.3K – 706
2024
Q3 		$23.3K Buy
+40
New +$21.7K ﹤0.01% 633
2021
Q1 		– Sell
-1,399
Closed -$624K – 192
2020
Q4 		$624K Buy
+1,399
New +$549K 0.43% 68

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

Golden State Equity Partners's MSCI Position: Q2 2026 in Review

Golden State Equity Partners sold out of MSCI (MSCI) in Q2 2026, closing a stake of 10 shares — an estimated $5.39K sold.

Golden State Equity Partners first reported a position in MSCI in Q4 2020 and held it in 3 quarters. The position peaked at $624K in Q4 2020. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Golden State Equity Partners reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 10 MSCI shares in Q2 2026, an estimated $5.39K.
  • Golden State Equity Partners first reported a position in MSCI in Q4 2020 and held it in 3 quarters.
  • Golden State Equity Partners's MSCI position peaked at $624K in Q4 2020.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.