Golden State Wealth Management’s MSCI MSCI Stock Holding History

Golden State 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 Q2	$94.2K	Hold	168	–	–	0.01%	591
2026 Q1	$90.6K	Hold	168	–	–	0.01%	546
2025 Q4	$96.4K	Hold	168	–	–	0.01%	528
2025 Q3	$95.3K	Hold	168	–	–	0.01%	514
2025 Q2	$96.9K	Buy	168 +146	+664%	+$80.8K	0.01%	489
2025 Q1	$12.4K	Hold	22	–	–	﹤0.01%	938
2024 Q4	$13.2K	Buy	+22	New	+$13.2K	﹤0.01%	880
2022 Q1	$357K	Sell	710 -19	-3%	-$9.85K	0.07%	216
2021 Q4	$447K	Buy	729 +19	+3%	+$11.9K	0.08%	231
2021 Q3	$432K	Sell	710 -169	-19%	-$103K	0.09%	184
2021 Q2	$469K	Buy	+879	New	+$419K	0.1%	172

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Golden State Wealth Management's MSCI Position: Q2 2026 in Review

Golden State Wealth Management held its MSCI (MSCI) position steady in Q2 2026 at 168 shares worth $94.2K. The position accounts for 0.01% of the portfolio, ranked #591.

Golden State Wealth Management first reported a position in MSCI in Q2 2021 and has held it in 11 quarters since. The position peaked at $469K in Q2 2021. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Golden State Wealth Management held 168 shares of MSCI worth $94.2K as of Q2 2026.
Golden State Wealth Management left its MSCI share count unchanged in Q2 2026.
MSCI made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #591 holding.
Golden State Wealth Management first reported a position in MSCI in Q2 2021 and has held it in 11 quarters since.
Golden State Wealth Management's MSCI position peaked at $469K in Q2 2021.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.