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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
Q2 		$218K Sell
390
-9
-2% -$5.25K ﹤0.01% 1658
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 $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

Kestra Private Wealth Services's MSCI Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its MSCI (MSCI) stake by 2.3% in Q2 2026, selling an estimated $5.25K and leaving 390 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Kestra Private Wealth Services first reported a position in MSCI in Q3 2021 and has held it in 13 quarters since. The position peaked at $786K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Kestra Private Wealth Services held 390 shares of MSCI worth $218K as of Q2 2026.
  • Kestra Private Wealth Services sold 9 MSCI shares in Q2 2026, an estimated $5.25K.
  • MSCI made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1658 holding.
  • Kestra Private Wealth Services first reported a position in MSCI in Q3 2021 and has held it in 13 quarters since.
  • Kestra Private Wealth Services's MSCI position peaked at $786K in Q4 2021.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.