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Kestra Private Wealth Services’s MSCI MSCI Stock Holding History

Kestra Private Wealth 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
Q1 		$215K Sell
399
-375
-48% -$211K ﹤0.01% 1605
2025
Q4 		$444K Buy
774
+292
+61% +$164K 0.01% 1230
2025
Q3 		$274K Sell
482
-36
-7% -$20.4K ﹤0.01% 1406
2025
Q2 		$299K Sell
518
-7
-1% -$3.87K ﹤0.01% 1282
2025
Q1 		$297K Sell
525
-67
-11% -$38.9K 0.01% 1206
2024
Q4 		$355K Buy
592
+178
+43% +$107K 0.01% 1073
2024
Q3 		$241K Buy
+414
New +$224K ﹤0.01% 1182
2022
Q4 		– Sell
-1,134
Closed -$478K – 956
2022
Q3 		$478K Buy
1,134
+108
+11% +$49.4K 0.03% 504
2022
Q2 		$423K Sell
1,026
-20
-2% -$8.71K 0.02% 551
2022
Q1 		$526K Sell
1,046
-237
-18% -$123K 0.03% 562
2021
Q4 		$786K Buy
1,283
+826
+181% +$518K 0.04% 455
2021
Q3 		$278K Buy
+457
New +$279K 0.02% 735

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 $187B AUM 18.48% 1-Year Est. Return

Kestra Private Wealth Services's MSCI Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its MSCI (MSCI) stake by 48% in Q1 2026, selling an estimated $211K and leaving 399 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #1605.

Kestra Private Wealth Services first reported a position in MSCI in Q3 2021 and has held it in 12 quarters since. The position peaked at $786K in Q4 2021. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Kestra Private Wealth Services held 399 shares of MSCI worth $215K as of Q1 2026.
  • Kestra Private Wealth Services sold 375 MSCI shares in Q1 2026, an estimated $211K.
  • MSCI made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1605 holding.
  • Kestra Private Wealth Services first reported a position in MSCI in Q3 2021 and has held it in 12 quarters since.
  • Kestra Private Wealth Services's MSCI position peaked at $786K in Q4 2021.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.