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Independent Financial Group’s MSCI MSCI Stock Holding History

Independent Financial Group’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 		$236K Sell
421
-165
-28% -$96.3K ﹤0.01% 1388
2026
Q1 		$316K Buy
+586
New +$330K 0.01% 1133

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

Independent Financial Group's MSCI Position: Q2 2026 in Review

Independent Financial Group reduced its MSCI (MSCI) stake by 28% in Q2 2026, selling an estimated $96.3K and leaving 421 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

Independent Financial Group first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since. The position peaked at $316K in Q1 2026. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Independent Financial Group held 421 shares of MSCI worth $236K as of Q2 2026.
  • Independent Financial Group sold 165 MSCI shares in Q2 2026, an estimated $96.3K.
  • MSCI made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1388 holding.
  • Independent Financial Group first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since.
  • Independent Financial Group's MSCI position peaked at $316K in Q1 2026.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.