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Kerr Financial Planning’s MSCI MSCI Stock Holding History

Kerr Financial Planning’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 		$20.7K Hold
37
– – 0.02% 278
2026
Q1 		$22K Buy
37
+1
+3% +$564 0.02% 264
2025
Q4 		$20.6K Sell
36
-1
-3% -$561 0.03% 277
2025
Q3 		$20.8K Buy
+37
New +$20.9K 0.03% 265

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

Kerr Financial Planning's MSCI Position: Q2 2026 in Review

Kerr Financial Planning held its MSCI (MSCI) position steady in Q2 2026 at 37 shares worth $20.7K. The position accounts for 0.02% of the portfolio, ranked #278.

Kerr Financial Planning first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since. The position peaked at $22K in Q1 2026. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Kerr Financial Planning held 37 shares of MSCI worth $20.7K as of Q2 2026.
  • Kerr Financial Planning left its MSCI share count unchanged in Q2 2026.
  • MSCI made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #278 holding.
  • Kerr Financial Planning first reported a position in MSCI in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's MSCI position peaked at $22K in Q1 2026.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.