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Journey Retirement Planning & Investment Management’s MSCI MSCI Stock Holding History

Journey Retirement Planning & Investment 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 		– Sell
-397
Closed -$214K – 159
2026
Q1 		$214K Sell
397
-1,187
-75% -$669K 0.19% 126
2025
Q4 		$909K Buy
+1,584
New +$888K 0.19% 110

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
AS
Aware Super Sydney, Australia $7.06B AUM

Journey Retirement Planning & Investment Management's MSCI Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management sold out of MSCI (MSCI) in Q2 2026, closing a stake of 397 shares — an estimated $214K sold.

Journey Retirement Planning & Investment Management first reported a position in MSCI in Q4 2025 and held it in 2 quarters. The position peaked at $909K in Q4 2025. 387 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Journey Retirement Planning & Investment Management reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Journey Retirement Planning & Investment Management sold 397 MSCI shares in Q2 2026, an estimated $214K.
  • Journey Retirement Planning & Investment Management first reported a position in MSCI in Q4 2025 and held it in 2 quarters.
  • Journey Retirement Planning & Investment Management's MSCI position peaked at $909K in Q4 2025.
  • 387 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.