Integrated Wealth Concepts’s MSCI MSCI Stock Holding History

Integrated Wealth Concepts’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	$865K	Buy	1,606 +589	+58%	+$332K	0.01%	1201
2025 Q4	$584K	Sell	1,017 -1,455	-59%	-$816K	0.01%	1021
2025 Q3	$1.4M	Sell	2,472 -688	-22%	-$389K	0.01%	825
2025 Q2	$1.82M	Buy	3,160 +1,358	+75%	+$752K	0.02%	645
2025 Q1	$1.02M	Buy	1,802 +139	+8%	+$80.8K	0.01%	823
2024 Q4	$998K	Buy	1,663 +83	+5%	+$49.8K	0.01%	806
2024 Q3	$921K	Buy	1,580 +1,008	+176%	+$547K	0.01%	839
2024 Q2	$275K	Buy	+572	New	+$284K	﹤0.01%	1361
2022 Q2	–	Sell	-606	Closed	-$305K	–	1040
2022 Q1	$305K	Sell	606 -9	-1%	-$4.67K	0.01%	733
2021 Q4	$377K	Sell	615 -35	-5%	-$22K	0.01%	689
2021 Q3	$395K	Buy	650 +156	+32%	+$95.3K	0.01%	636
2021 Q2	$263K	Sell	494 -137	-22%	-$65.3K	0.01%	693
2021 Q1	$265K	Buy	+631	New	+$265K	0.01%	614

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

Integrated Wealth Concepts's MSCI Position: Q1 2026 in Review

Integrated Wealth Concepts increased its MSCI (MSCI) stake by 58% in Q1 2026, buying an estimated $332K and bringing the position to 1,606 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #1201.

Integrated Wealth Concepts first reported a position in MSCI in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.82M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

Integrated Wealth Concepts held 1,606 shares of MSCI worth $865K as of Q1 2026.
Integrated Wealth Concepts bought 589 MSCI shares in Q1 2026, an estimated $332K.
MSCI made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1201 holding.
Integrated Wealth Concepts first reported a position in MSCI in Q1 2021 and has held it in 13 quarters since.
Integrated Wealth Concepts's MSCI position peaked at $1.82M in Q2 2025.
1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

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