IMG Wealth Management’s MSCI MSCI Stock Holding History

IMG Wealth Management’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	–	Sell	-5	Closed	-$2.87K	–	578
2025 Q4	$2.87K	Hold	5	–	–	﹤0.01%	471
2025 Q3	$2.84K	Hold	5	–	–	﹤0.01%	416
2025 Q2	$2.88K	Buy	+5	New	+$2.77K	﹤0.01%	410

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

IMG Wealth Management's MSCI Position: Q1 2026 in Review

IMG Wealth Management sold out of MSCI (MSCI) in Q1 2026, closing a stake of 5 shares — an estimated $2.87K sold.

IMG Wealth Management first reported a position in MSCI in Q2 2025 and held it in 3 quarters. The position peaked at $2.88K in Q2 2025. 1,067 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

IMG Wealth Management reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
IMG Wealth Management sold 5 MSCI shares in Q1 2026, an estimated $2.87K.
IMG Wealth Management first reported a position in MSCI in Q2 2025 and held it in 3 quarters.
IMG Wealth Management's MSCI position peaked at $2.88K in Q2 2025.
1,067 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on IMG Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.