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Keating Financial Advisory Services’s MSCI MSCI Stock Holding History

Keating Financial Advisory Services’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 		$114K Sell
203
-40
-16% -$23.3K 0.02% 457
2026
Q1 		$131K Sell
243
-11
-4% -$6.2K 0.02% 415
2025
Q4 		$146K Buy
+254
New +$142K 0.02% 426

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

Keating Financial Advisory Services's MSCI Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its MSCI (MSCI) stake by 16% in Q2 2026, selling an estimated $23.3K and leaving 203 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #457.

Keating Financial Advisory Services first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since. The position peaked at $146K in Q4 2025. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Keating Financial Advisory Services held 203 shares of MSCI worth $114K as of Q2 2026.
  • Keating Financial Advisory Services sold 40 MSCI shares in Q2 2026, an estimated $23.3K.
  • MSCI made up 0.02% of Keating Financial Advisory Services's portfolio in Q2 2026, its #457 holding.
  • Keating Financial Advisory Services first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's MSCI position peaked at $146K in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.