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JNBA Financial Advisors’s MSCI MSCI Stock Holding History

JNBA Financial 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 		$8.96K Hold
16
– – ﹤0.01% 525
2026
Q1 		$8.63K Buy
16
+10
+167% +$5.64K ﹤0.01% 514
2025
Q4 		$3.44K Hold
6
– – ﹤0.01% 620
2025
Q3 		$3.4K Hold
6
– – ﹤0.01% 581
2025
Q2 		$3.46K Hold
6
– – ﹤0.01% 566
2025
Q1 		$3.39K Hold
6
– – ﹤0.01% 567
2024
Q4 		$3.6K Hold
6
– – ﹤0.01% 559
2024
Q3 		$3.5K Hold
6
– – ﹤0.01% 573
2024
Q2 		$2.89K Hold
6
– – ﹤0.01% 558
2024
Q1 		$3.36K Hold
6
– – ﹤0.01% 565
2023
Q4 		$3.39K Hold
6
– – ﹤0.01% 572
2023
Q3 		$3.08K Hold
6
– – ﹤0.01% 588
2023
Q2 		$2.82K Buy
+6
New +$2.93K ﹤0.01% 596
2022
Q1 		– Sell
-8
Closed -$5K – 785
2021
Q4 		$5K Sell
8
-121
-94% -$75.9K ﹤0.01% 613
2021
Q3 		$78K Buy
+129
New +$78.8K 0.01% 249
2016
Q4 		– Sell
-37
Closed -$3K – 1004
2016
Q3 		$3K Buy
+37
New +$3.15K ﹤0.01% 1360

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

JNBA Financial Advisors's MSCI Position: Q2 2026 in Review

JNBA Financial Advisors held its MSCI (MSCI) position steady in Q2 2026 at 16 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

JNBA Financial Advisors first reported a position in MSCI in Q3 2016 and has held it in 16 quarters since. The position peaked at $78K in Q3 2021. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • JNBA Financial Advisors held 16 shares of MSCI worth $8.96K as of Q2 2026.
  • JNBA Financial Advisors left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #525 holding.
  • JNBA Financial Advisors first reported a position in MSCI in Q3 2016 and has held it in 16 quarters since.
  • JNBA Financial Advisors's MSCI position peaked at $78K in Q3 2021.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.