Insigneo Advisory Services’s MSCI MSCI Stock Holding History

Insigneo Advisory Services’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	$232K	Sell	431 -181	-30%	-$102K	0.02%	587
2025 Q4	$351K	Sell	612 -20,523	-97%	-$11.5M	0.03%	458
2025 Q3	$12M	Sell	21,135 -27	-0.1%	-$15.3K	0.84%	18
2025 Q2	$12.2M	Buy	21,162 +20,492	+3,059%	+$11.3M	1.05%	15
2025 Q1	$379K	Buy	670 +74	+12%	+$43K	0.04%	364
2024 Q4	$358K	Sell	596 -21	-3%	-$12.6K	0.04%	373
2024 Q3	$360K	Buy	+617	New	+$335K	0.04%	395
2024 Q2	–	Sell	-601	Closed	-$337K	–	628
2024 Q1	$337K	Buy	601 +89	+17%	+$50K	0.04%	356
2023 Q4	$290K	Buy	512 +32	+7%	+$16.5K	0.04%	333
2023 Q3	$246K	Buy	+480	New	+$252K	0.05%	324

Other funds holding MSCI

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Insigneo Advisory Services's MSCI Position: Q1 2026 in Review

Insigneo Advisory Services reduced its MSCI (MSCI) stake by 30% in Q1 2026, selling an estimated $102K and leaving 431 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #587.

Insigneo Advisory Services first reported a position in MSCI in Q3 2023 and has held it in 10 quarters since. The position peaked at $12.2M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Insigneo Advisory Services held 431 shares of MSCI worth $232K as of Q1 2026.
Insigneo Advisory Services sold 181 MSCI shares in Q1 2026, an estimated $102K.
MSCI made up 0.02% of Insigneo Advisory Services's portfolio in Q1 2026, its #587 holding.
Insigneo Advisory Services first reported a position in MSCI in Q3 2023 and has held it in 10 quarters since.
Insigneo Advisory Services's MSCI position peaked at $12.2M in Q2 2025.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.