IWA
MSCI icon

Icon Wealth Advisors’s MSCI MSCI Stock Holding History

Icon Wealth Advisors’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 		$309K Sell
552
-144
-21% -$84K 0.02% 338
2026
Q1 		$416K Sell
696
-4,135
-86% -$2.33M 0.03% 274
2025
Q4 		$2.77M Sell
4,831
-285
-6% -$160K 0.18% 86
2025
Q3 		$2.9M Sell
5,116
-1,178
-19% -$666K 0.2% 79
2025
Q2 		$3.63M Sell
6,294
-9
-0.1% -$4.98K 0.26% 70
2025
Q1 		$3.56M Buy
6,303
+43
+0.7% +$25K 0.29% 65
2024
Q4 		$3.76M Buy
6,260
+100
+2% +$60K 0.31% 63
2024
Q3 		$3.59M Buy
6,160
+2,168
+54% +$1.18M 0.3% 63
2024
Q2 		$2.16M Buy
+3,992
New +$1.98M 0.19% 88

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

Icon Wealth Advisors's MSCI Position: Q2 2026 in Review

Icon Wealth Advisors reduced its MSCI (MSCI) stake by 21% in Q2 2026, selling an estimated $84K and leaving 552 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #338.

Icon Wealth Advisors first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.76M in Q4 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Icon Wealth Advisors held 552 shares of MSCI worth $309K as of Q2 2026.
  • Icon Wealth Advisors sold 144 MSCI shares in Q2 2026, an estimated $84K.
  • MSCI made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #338 holding.
  • Icon Wealth Advisors first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since.
  • Icon Wealth Advisors's MSCI position peaked at $3.76M in Q4 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.