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High Note Wealth’s MSCI MSCI Stock Holding History

High Note Wealth’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 		$4.48K Buy
8
+4
+100% +$2.33K ﹤0.01% 638
2026
Q1 		$2.16K Buy
4
+1
+33% +$564 ﹤0.01% 769
2025
Q4 		$1.72K Hold
3
– – ﹤0.01% 793
2025
Q3 		$1.7K Hold
3
– – ﹤0.01% 718
2025
Q2 		$1.73K Hold
3
– – ﹤0.01% 698
2025
Q1 		$1.7K Hold
3
– – ﹤0.01% 698
2024
Q4 		$1.8K Buy
+3
New +$1.8K ﹤0.01% 709

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

High Note Wealth's MSCI Position: Q2 2026 in Review

High Note Wealth increased its MSCI (MSCI) stake by 100% in Q2 2026, buying an estimated $2.33K and bringing the position to 8 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

High Note Wealth first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • High Note Wealth held 8 shares of MSCI worth $4.48K as of Q2 2026.
  • High Note Wealth bought 4 MSCI shares in Q2 2026, an estimated $2.33K.
  • MSCI made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #638 holding.
  • High Note Wealth first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.