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Goodman Advisory Group’s MSCI MSCI Stock Holding History

Goodman Advisory Group’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
-9,853
Closed -$5.31M – 129
2026
Q1 		$5.31M Buy
+9,853
New +$5.56M 1.38% 28
2025
Q3 		– Sell
-149
Closed -$85.9K – 198
2025
Q2 		$85.9K Buy
+149
New +$82.5K 0.03% 79

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

Goodman Advisory Group's MSCI Position: Q2 2026 in Review

Goodman Advisory Group sold out of MSCI (MSCI) in Q2 2026, closing a stake of 9,853 shares — an estimated $5.31M sold.

Goodman Advisory Group first reported a position in MSCI in Q2 2025 and held it in 2 quarters. The position peaked at $5.31M in Q1 2026. 1,083 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Goodman Advisory Group reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Goodman Advisory Group sold 9,853 MSCI shares in Q2 2026, an estimated $5.31M.
  • Goodman Advisory Group first reported a position in MSCI in Q2 2025 and held it in 2 quarters.
  • Goodman Advisory Group's MSCI position peaked at $5.31M in Q1 2026.
  • 1,083 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Goodman Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.