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Institute for Wealth Management’s MSCI MSCI Stock Holding History

Institute for 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
Q2 		$949K Sell
1,694
-52
-3% -$30.3K 0.08% 209
2026
Q1 		$941K Buy
1,746
+19
+1% +$10.7K 0.1% 210
2025
Q4 		$991K Sell
1,727
-42
-2% -$23.6K 0.11% 191
2025
Q3 		$1M Buy
1,769
+45
+3% +$25.4K 0.1% 197
2025
Q2 		$994K Sell
1,724
-53
-3% -$29.3K 0.11% 194
2025
Q1 		$1M Buy
1,777
+226
+15% +$131K 0.13% 181
2024
Q4 		$931K Sell
1,551
-4
-0.3% -$2.4K 0.12% 189
2024
Q3 		$906K Buy
1,555
+171
+12% +$92.7K 0.11% 194
2024
Q2 		$667K Buy
1,384
+232
+20% +$115K 0.09% 229
2024
Q1 		$646K Sell
1,152
-6
-0.5% -$3.37K 0.08% 238
2023
Q4 		$655K Sell
1,158
-9
-0.8% -$4.65K 0.11% 222
2023
Q3 		$599K Buy
1,167
+1
+0.1% +$525 0.11% 223
2023
Q2 		$547K Sell
1,166
-202
-15% -$98.5K 0.09% 247
2023
Q1 		$766K Sell
1,368
-26
-2% -$13.8K 0.15% 178
2022
Q4 		$648K Buy
1,394
+98
+8% +$45.6K 0.14% 207
2022
Q3 		$547K Buy
1,296
+72
+6% +$33K 0.12% 217
2022
Q2 		$504K Buy
1,224
+25
+2% +$10.9K 0.1% 272
2022
Q1 		$603K Buy
1,199
+30
+3% +$15.6K 0.1% 253
2021
Q4 		$716K Sell
1,169
-36
-3% -$22.6K 0.12% 211
2021
Q3 		$733K Buy
1,205
+178
+17% +$109K 0.13% 195
2021
Q2 		$547K Buy
1,027
+88
+9% +$41.9K 0.1% 257
2021
Q1 		$394K Buy
939
+128
+16% +$53.8K 0.07% 309
2020
Q4 		$362K Buy
+811
New +$318K 0.07% 318

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

Institute for Wealth Management's MSCI Position: Q2 2026 in Review

Institute for Wealth Management reduced its MSCI (MSCI) stake by 3% in Q2 2026, selling an estimated $30.3K and leaving 1,694 shares worth $949K. The position accounts for 0.08% of the portfolio, ranked #209.

Institute for Wealth Management first reported a position in MSCI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1M in Q1 2025. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Institute for Wealth Management held 1,694 shares of MSCI worth $949K as of Q2 2026.
  • Institute for Wealth Management sold 52 MSCI shares in Q2 2026, an estimated $30.3K.
  • MSCI made up 0.08% of Institute for Wealth Management's portfolio in Q2 2026, its #209 holding.
  • Institute for Wealth Management first reported a position in MSCI in Q4 2020 and has held it in 23 quarters since.
  • Institute for Wealth Management's MSCI position peaked at $1M in Q1 2025.
  • 1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.