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Goldstream Capital Management’s MSCI MSCI Stock Holding History

Goldstream Capital 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 		– Sell
-195
Closed -$112K – 52
2025
Q4 		$112K Hold
195
– – 0.04% 53
2025
Q3 		$111K Hold
195
– – 0.03% 50
2025
Q2 		$112K Hold
195
– – 0.04% 51
2025
Q1 		$110K Hold
195
– – 0.05% 44
2024
Q4 		$117K Hold
195
– – 0.03% 42
2024
Q3 		$114K Buy
+195
New +$106K 0.04% 50
2023
Q4 		– Sell
-211
Closed -$108K – 51
2023
Q3 		$108K Hold
211
– – 0.09% 43
2023
Q2 		$99K Buy
+211
New +$103K 0.07% 42

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 $3.37T AUM 44.26% 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

Goldstream Capital Management's MSCI Position: Q1 2026 in Review

Goldstream Capital Management sold out of MSCI (MSCI) in Q1 2026, closing a stake of 195 shares — an estimated $112K sold.

Goldstream Capital Management first reported a position in MSCI in Q2 2023 and held it in 8 quarters. The position peaked at $117K in Q4 2024. 1,066 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Goldstream Capital Management reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Goldstream Capital Management sold 195 MSCI shares in Q1 2026, an estimated $112K.
  • Goldstream Capital Management first reported a position in MSCI in Q2 2023 and held it in 8 quarters.
  • Goldstream Capital Management's MSCI position peaked at $117K in Q4 2024.
  • 1,066 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Goldstream Capital Management's 13F filing for Q1 2026, filed 15 May 2026.