IC
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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
Q2 		$12.7M Sell
22,717
-6,618
-23% -$3.86M 0.06% 296
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 $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

IEQ Capital's MSCI Position: Q2 2026 in Review

IEQ Capital reduced its MSCI (MSCI) stake by 23% in Q2 2026, selling an estimated $3.86M and leaving 22,717 shares worth $12.7M. The position accounts for 0.06% of the portfolio, ranked #296.

IEQ Capital first reported a position in MSCI in Q4 2019 and has held it in 26 quarters since. The position peaked at $20.2M in Q1 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • IEQ Capital held 22,717 shares of MSCI worth $12.7M as of Q2 2026.
  • IEQ Capital sold 6,618 MSCI shares in Q2 2026, an estimated $3.86M.
  • MSCI made up 0.06% of IEQ Capital's portfolio in Q2 2026, its #296 holding.
  • IEQ Capital first reported a position in MSCI in Q4 2019 and has held it in 26 quarters since.
  • IEQ Capital's MSCI position peaked at $20.2M in Q1 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.