IAA
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Independent Advisor Alliance’s MSCI MSCI Stock Holding History

Independent Advisor Alliance’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 		$266K Buy
475
+5
+1% +$2.92K 0.01% 866
2026
Q1 		$254K Buy
470
+67
+17% +$37.8K ﹤0.01% 1404
2025
Q4 		$231K Sell
403
-106
-21% -$59.5K 0.01% 886
2025
Q3 		$289K Buy
509
+21
+4% +$11.9K 0.01% 781
2025
Q2 		$282K Buy
488
+11
+2% +$6.09K 0.01% 743
2025
Q1 		$270K Sell
477
-146
-23% -$84.9K 0.01% 686
2024
Q4 		$374K Buy
623
+134
+27% +$80.4K 0.01% 1048
2024
Q3 		$285K Sell
489
-101
-17% -$54.8K 0.01% 579
2024
Q2 		$284K Buy
590
+42
+8% +$20.8K 0.01% 583
2024
Q1 		$307K Sell
548
-27
-5% -$15.2K 0.01% 561
2023
Q4 		$325K Buy
575
+114
+25% +$58.8K 0.01% 531
2023
Q3 		$237K Sell
461
-17
-4% -$8.93K 0.01% 573
2023
Q2 		$224K Hold
478
– – 0.01% 592
2023
Q1 		$267K Buy
+478
New +$253K 0.01% 539
2022
Q4 		– Sell
-483
Closed -$204K – 547
2022
Q3 		$204K Buy
+483
New +$221K 0.01% 577
2022
Q2 		– Sell
-483
Closed -$243K – 672
2022
Q1 		$243K Buy
483
+6
+1% +$3.11K 0.01% 552
2021
Q4 		$292K Buy
477
+68
+17% +$42.6K 0.01% 532
2021
Q3 		$249K Hold
409
– – 0.01% 537
2021
Q2 		$218K Buy
+409
New +$195K 0.01% 571

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's MSCI Position: Q2 2026 in Review

Independent Advisor Alliance increased its MSCI (MSCI) stake by 1.1% in Q2 2026, buying an estimated $2.92K and bringing the position to 475 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #866.

Independent Advisor Alliance first reported a position in MSCI in Q2 2021 and has held it in 19 quarters since. The position peaked at $374K in Q4 2024. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Independent Advisor Alliance held 475 shares of MSCI worth $266K as of Q2 2026.
  • Independent Advisor Alliance bought 5 MSCI shares in Q2 2026, an estimated $2.92K.
  • MSCI made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #866 holding.
  • Independent Advisor Alliance first reported a position in MSCI in Q2 2021 and has held it in 19 quarters since.
  • Independent Advisor Alliance's MSCI position peaked at $374K in Q4 2024.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.