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JFS Wealth Advisors’s MSCI MSCI Stock Holding History

JFS Wealth Advisors’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 		$30.8K Buy
55
+1
+2% +$583 ﹤0.01% 648
2026
Q1 		$29.1K Sell
54
-12
-18% -$6.77K ﹤0.01% 641
2025
Q4 		$37.9K Buy
66
+8
+14% +$4.49K ﹤0.01% 595
2025
Q3 		$32.9K Hold
58
– – ﹤0.01% 587
2025
Q2 		$33.5K Sell
58
-3
-5% -$1.66K ﹤0.01% 549
2025
Q1 		$34.5K Hold
61
– – ﹤0.01% 544
2024
Q4 		$36.6K Hold
61
– – ﹤0.01% 517
2024
Q3 		$35.6K Sell
61
-112
-65% -$60.7K ﹤0.01% 524
2024
Q2 		$83.3K Sell
173
-3
-2% -$1.49K 0.01% 341
2024
Q1 		$98.4K Buy
176
+1
+0.6% +$562 0.01% 316
2023
Q4 		$99.1K Buy
175
+39
+29% +$20.1K 0.01% 304
2023
Q3 		$69.8K Hold
136
– – 0.01% 332
2023
Q2 		$63.7K Sell
136
-2
-1% -$976 0.01% 341
2023
Q1 		$77.4K Sell
138
-1
-0.7% -$529 0.01% 313
2022
Q4 		$64.7K Buy
139
+4
+3% +$1.86K 0.01% 334
2022
Q3 		$57K Buy
135
+1
+0.7% +$458 0.01% 358
2022
Q2 		$55K Buy
134
+11
+9% +$4.79K 0.01% 378
2022
Q1 		$62K Buy
123
+6
+5% +$3.11K 0.01% 377
2021
Q4 		$72K Buy
+117
New +$73.4K 0.01% 360

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

JFS Wealth Advisors's MSCI Position: Q2 2026 in Review

JFS Wealth Advisors increased its MSCI (MSCI) stake by 1.9% in Q2 2026, buying an estimated $583 and bringing the position to 55 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

JFS Wealth Advisors first reported a position in MSCI in Q4 2021 and has held it in 19 quarters since. The position peaked at $99.1K in Q4 2023. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • JFS Wealth Advisors held 55 shares of MSCI worth $30.8K as of Q2 2026.
  • JFS Wealth Advisors bought 1 MSCI share in Q2 2026, an estimated $583.
  • MSCI made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #648 holding.
  • JFS Wealth Advisors first reported a position in MSCI in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's MSCI position peaked at $99.1K in Q4 2023.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.