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GWN Securities’s MSCI MSCI Stock Holding History

GWN Securities’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 		$530K Buy
982
+187
+24% +$105K 0.1% 244
2025
Q4 		$456K Buy
795
+137
+21% +$76.8K 0.09% 239
2025
Q3 		$374K Sell
658
-314
-32% -$178K 0.09% 250
2025
Q2 		$561K Sell
972
-13,527
-93% -$7.49M 0.1% 189
2025
Q1 		$8.21M Buy
14,499
+14,022
+2,940% +$8.15M 0.46% 43
2024
Q4 		$296K Buy
+477
New +$286K 0.08% 244

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

GWN Securities's MSCI Position: Q1 2026 in Review

GWN Securities increased its MSCI (MSCI) stake by 24% in Q1 2026, buying an estimated $105K and bringing the position to 982 shares worth $530K. The position accounts for 0.1% of the portfolio, ranked #244.

GWN Securities first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.21M in Q1 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • GWN Securities held 982 shares of MSCI worth $530K as of Q1 2026.
  • GWN Securities bought 187 MSCI shares in Q1 2026, an estimated $105K.
  • MSCI made up 0.1% of GWN Securities's portfolio in Q1 2026, its #244 holding.
  • GWN Securities first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since.
  • GWN Securities's MSCI position peaked at $8.21M in Q1 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.