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Journey Strategic Wealth’s MSCI MSCI Stock Holding History

Journey Strategic Wealth’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
Q1 		$481K Buy
892
+274
+44% +$155K 0.01% 356
2025
Q4 		$354K Buy
618
+20
+3% +$11.2K 0.01% 433
2025
Q3 		$339K Buy
598
+77
+15% +$43.5K 0.01% 429
2025
Q2 		$300K Buy
521
+65
+14% +$36K 0.01% 430
2025
Q1 		$258K Buy
456
+47
+11% +$27.3K 0.01% 381
2024
Q4 		$245K Sell
409
-4
-1% -$2.4K 0.01% 396
2024
Q3 		$241K Buy
+413
New +$224K 0.01% 404

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Journey Strategic Wealth's MSCI Position: Q1 2026 in Review

Journey Strategic Wealth increased its MSCI (MSCI) stake by 44% in Q1 2026, buying an estimated $155K and bringing the position to 892 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #356.

Journey Strategic Wealth first reported a position in MSCI in Q3 2024 and has held it in 7 quarters since. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Journey Strategic Wealth held 892 shares of MSCI worth $481K as of Q1 2026.
  • Journey Strategic Wealth bought 274 MSCI shares in Q1 2026, an estimated $155K.
  • MSCI made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #356 holding.
  • Journey Strategic Wealth first reported a position in MSCI in Q3 2024 and has held it in 7 quarters since.
  • 1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.