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IEQ Capital’s MSCI MSCI Stock Holding History

IEQ Capital’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 		$15.8M Buy
29,335
+6,960
+31% +$3.92M 0.07% 264
2025
Q4 		$12.8M Sell
22,375
-7,575
-25% -$4.25M 0.04% 289
2025
Q3 		$17M Buy
29,950
+439
+1% +$248K 0.05% 206
2025
Q2 		$17M Sell
29,511
-6,182
-17% -$3.42M 0.1% 147
2025
Q1 		$20.2M Buy
35,693
+23,385
+190% +$13.6M 0.16% 92
2024
Q4 		$7.38M Buy
12,308
+6,072
+97% +$3.64M 0.07% 187
2024
Q3 		$3.63M Buy
6,236
+1,066
+21% +$578K 0.04% 246
2024
Q2 		$2.49M Buy
5,170
+327
+7% +$162K 0.03% 293
2024
Q1 		$2.71M Buy
4,843
+172
+4% +$96.7K 0.04% 268
2023
Q4 		$2.64M Buy
4,671
+274
+6% +$141K 0.04% 248
2023
Q3 		$2.26M Sell
4,397
-989
-18% -$520K 0.05% 245
2023
Q2 		$2.53M Buy
5,386
+35
+0.7% +$17.1K 0.05% 230
2023
Q1 		$2.99M Sell
5,351
-322
-6% -$170K 0.07% 188
2022
Q4 		$2.64M Buy
5,673
+244
+4% +$114K 0.07% 193
2022
Q3 		$2.29M Buy
5,429
+2,394
+79% +$1.1M 0.06% 209
2022
Q2 		$1.25M Buy
3,035
+886
+41% +$386K 0.04% 267
2022
Q1 		$1.08M Buy
2,149
+170
+9% +$88.2K 0.03% 314
2021
Q4 		$1.21M Buy
1,979
+68
+4% +$42.6K 0.03% 270
2021
Q3 		$1.16M Buy
1,911
+479
+33% +$293K 0.03% 266
2021
Q2 		$764K Buy
1,432
+245
+21% +$117K 0.02% 292
2021
Q1 		$498K Buy
+1,187
New +$499K 0.02% 280
2020
Q4 		– Sell
-1,074
Closed -$383K – 329
2020
Q3 		$383K Buy
1,074
+244
+29% +$88.6K 0.02% 265
2020
Q2 		$277K Sell
830
-397
-32% -$128K 0.02% 247
2020
Q1 		$355K Buy
1,227
+137
+13% +$38.8K 0.03% 252
2019
Q4 		$282K Buy
+1,090
New +$266K 0.02% 325

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

IEQ Capital's MSCI Position: Q1 2026 in Review

IEQ Capital increased its MSCI (MSCI) stake by 31% in Q1 2026, buying an estimated $3.92M and bringing the position to 29,335 shares worth $15.8M. The position accounts for 0.07% of the portfolio, ranked #264.

IEQ Capital first reported a position in MSCI in Q4 2019 and has held it in 25 quarters since. The position peaked at $20.2M in Q1 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • IEQ Capital held 29,335 shares of MSCI worth $15.8M as of Q1 2026.
  • IEQ Capital bought 6,960 MSCI shares in Q1 2026, an estimated $3.92M.
  • MSCI made up 0.07% of IEQ Capital's portfolio in Q1 2026, its #264 holding.
  • IEQ Capital first reported a position in MSCI in Q4 2019 and has held it in 25 quarters since.
  • IEQ Capital's MSCI position peaked at $20.2M in Q1 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.