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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goodman Advisory Group's MSCI Position: Q1 2026 in Review

Goodman Advisory Group opened a new position in MSCI (MSCI) in Q1 2026: 9,853 shares worth $5.31M. The stake represents 1.38% of the portfolio and ranks #28 among its holdings. This is a return to the name: Goodman Advisory Group previously reported a position in MSCI as recently as Q2 2025.

Goodman Advisory Group first reported a position in MSCI in Q2 2025 and has held it in 2 quarters since. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Goodman Advisory Group held 9,853 shares of MSCI worth $5.31M as of Q1 2026.
  • MSCI was a new Goodman Advisory Group position in Q1 2026.
  • MSCI made up 1.38% of Goodman Advisory Group's portfolio in Q1 2026, its #28 holding.
  • Goodman Advisory Group first reported a position in MSCI in Q2 2025 and has held it in 2 quarters since.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Goodman Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.