Highline Wealth Partners’s MSCI MSCI Stock Holding History

Highline Wealth Partners’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 Q3	$11.4K	Buy	21 +5	+31%	+$2.86K	﹤0.01%	638
2026 Q2	$9K	Buy	16 +2	+14%	+$1.17K	﹤0.01%	655
2026 Q1	$7.58K	Buy	14 +5	+56%	+$2.82K	﹤0.01%	563
2025 Q4	$5.2K	Buy	9 +1	+13%	+$561	﹤0.01%	544
2025 Q3	$4.56K	Hold	8	–	–	﹤0.01%	596
2025 Q2	$4.63K	Sell	8 -2	-20%	-$1.11K	﹤0.01%	463
2025 Q1	$5.67K	Buy	10 +6	+150%	+$3.49K	﹤0.01%	402
2024 Q4	$2.41K	Hold	4	–	–	﹤0.01%	431
2024 Q3	$2.34K	Buy	4 +1	+33%	+$542	﹤0.01%	442
2024 Q2	$1.44K	Hold	3	–	–	﹤0.01%	428
2024 Q1	$1.68K	Hold	3	–	–	﹤0.01%	344
2023 Q4	$1.7K	Hold	3	–	–	﹤0.01%	311
2023 Q3	$1.54K	Hold	3	–	–	﹤0.01%	285
2023 Q2	$1.41K	Hold	3	–	–	﹤0.01%	249
2023 Q1	$1.68K	Hold	3	–	–	﹤0.01%	239
2022 Q4	$1.4K	Hold	3	–	–	﹤0.01%	248
2022 Q3	$1.26K	Buy	+3	New	+$1.37K	﹤0.01%	243

Other funds holding MSCI

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.03B AUM 20.78% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Highline Wealth Partners's MSCI Position: Q3 2026 in Review

Highline Wealth Partners increased its MSCI (MSCI) stake by 31% in Q3 2026, buying an estimated $2.86K and bringing the position to 21 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Highline Wealth Partners first reported a position in MSCI in Q3 2022 and has held it in 17 quarters since. 161 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

Highline Wealth Partners held 21 shares of MSCI worth $11.4K as of Q3 2026.
Highline Wealth Partners bought 5 MSCI shares in Q3 2026, an estimated $2.86K.
MSCI made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #638 holding.
Highline Wealth Partners first reported a position in MSCI in Q3 2022 and has held it in 17 quarters since.
161 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.