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Jackson Thornton Wealth Management’s MSCI MSCI Stock Holding History

Jackson Thornton 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 		$244K Buy
+436
New +$254K 0.02% 353
2025
Q4 		– Sell
-560
Closed -$317K – 330
2025
Q3 		$317K Buy
+560
New +$317K 0.03% 174

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 $3.38T AUM 44.17% 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

Jackson Thornton Wealth Management's MSCI Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in MSCI (MSCI) in Q2 2026: 436 shares worth $244K. The stake represents 0.02% of the portfolio and ranks #353 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in MSCI as recently as Q3 2025.

Jackson Thornton Wealth Management first reported a position in MSCI in Q3 2025 and has held it in 2 quarters since. The position peaked at $317K in Q3 2025. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Jackson Thornton Wealth Management held 436 shares of MSCI worth $244K as of Q2 2026.
  • MSCI was a new Jackson Thornton Wealth Management position in Q2 2026.
  • MSCI made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #353 holding.
  • Jackson Thornton Wealth Management first reported a position in MSCI in Q3 2025 and has held it in 2 quarters since.
  • Jackson Thornton Wealth Management's MSCI position peaked at $317K in Q3 2025.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.