IWC
MSCI icon

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
Q2 		$585K Sell
1,044
-562
-35% -$328K ﹤0.01% 1559
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
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

Integrated Wealth Concepts's MSCI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its MSCI (MSCI) stake by 35% in Q2 2026, selling an estimated $328K and leaving 1,044 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1559.

Integrated Wealth Concepts first reported a position in MSCI in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.82M in Q2 2025. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Integrated Wealth Concepts held 1,044 shares of MSCI worth $585K as of Q2 2026.
  • Integrated Wealth Concepts sold 562 MSCI shares in Q2 2026, an estimated $328K.
  • MSCI made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1559 holding.
  • Integrated Wealth Concepts first reported a position in MSCI in Q1 2021 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's MSCI position peaked at $1.82M in Q2 2025.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.