IAIM
MC icon

International Assets Investment Management’s Moelis & Co MC Stock Holding History

International Assets Investment Management’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.17K Buy
108
+93
+620% +$6.1K ﹤0.01% 1886
2026
Q1 		$850 Sell
15
-23
-61% -$1.5K ﹤0.01% 2082
2025
Q4 		$2.61K Buy
+38
New +$2.54K ﹤0.01% 1923
2024
Q3 		– Sell
-57
Closed -$3.24K – 2316
2024
Q2 		$3.24K Buy
+57
New +$3.08K ﹤0.01% 1932

Other funds holding MC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

International Assets Investment Management's MC Position: Q2 2026 in Review

International Assets Investment Management increased its Moelis & Co (MC) stake by 620% in Q2 2026, buying an estimated $6.1K and bringing the position to 108 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

International Assets Investment Management first reported a position in MC in Q2 2024 and has held it in 4 quarters since. 261 funds tracked by Wall St. Rank hold MC as of Q2 2026.

  • International Assets Investment Management held 108 shares of Moelis & Co worth $7.17K as of Q2 2026.
  • International Assets Investment Management bought 93 Moelis & Co shares in Q2 2026, an estimated $6.1K.
  • Moelis & Co made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1886 holding.
  • International Assets Investment Management first reported a position in Moelis & Co in Q2 2024 and has held it in 4 quarters since.
  • 261 funds tracked by Wall St. Rank held Moelis & Co as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.