JGCM
MSCI icon

Joseph Group Capital Management’s MSCI MSCI Stock Holding History

Joseph Group Capital 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 		$16.8K Buy
30
+17
+131% +$9.92K ﹤0.01% 271
2026
Q1 		$7.01K Buy
+13
New +$7.33K ﹤0.01% 333

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

Joseph Group Capital Management's MSCI Position: Q2 2026 in Review

Joseph Group Capital Management increased its MSCI (MSCI) stake by 131% in Q2 2026, buying an estimated $9.92K and bringing the position to 30 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

Joseph Group Capital Management first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Joseph Group Capital Management held 30 shares of MSCI worth $16.8K as of Q2 2026.
  • Joseph Group Capital Management bought 17 MSCI shares in Q2 2026, an estimated $9.92K.
  • MSCI made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #271 holding.
  • Joseph Group Capital Management first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.