Legacy Advisors
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Legacy Advisors’s MSCI MSCI Stock Holding History

Legacy Advisors’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
Q3 		$839K Buy
1,557
+1,162
+294% +$664K 0.08% 132
2026
Q2 		$221K Buy
395
+9
+2% +$5.25K 0.02% 307
2026
Q1 		$208K Buy
386
+23
+6% +$13K 0.02% 265
2025
Q4 		$208K Buy
+363
New +$204K 0.02% 271
2025
Q1 		$1.5M Sell
2,644
-158
-6% -$91.8K 0.15% 112
2024
Q4 		$1.68M Buy
2,802
+1,704
+155% +$1.02M 0.16% 100
2024
Q3 		$640K Buy
1,098
+18
+2% +$9.8K 0.07% 214
2024
Q2 		$520K Buy
1,080
+295
+38% +$146K 0.06% 203
2024
Q1 		$440K Buy
785
+121
+18% +$68K 0.06% 217
2023
Q4 		$376K Buy
664
+18
+3% +$9.29K 0.05% 218
2023
Q3 		$331K Buy
646
+12
+2% +$6.31K 0.05% 225
2023
Q2 		$298K Buy
+634
New +$309K 0.04% 220
2018
Q4 		– Sell
-48
Closed -$9K – 290
2018
Q3 		$9K Buy
+48
New +$8.34K ﹤0.01% 362
2018
Q1 		– Sell
-166
Closed -$21K – 430
2017
Q4 		$21K Buy
+166
New +$20.7K 0.02% 187

Other funds holding MSCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Legacy Advisors's MSCI Position: Q3 2026 in Review

Legacy Advisors increased its MSCI (MSCI) stake by 294% in Q3 2026, buying an estimated $664K and bringing the position to 1,557 shares worth $839K. The position accounts for 0.08% of the portfolio, ranked #132.

Legacy Advisors first reported a position in MSCI in Q4 2017 and has held it in 14 quarters since. The position peaked at $1.68M in Q4 2024. 501 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Legacy Advisors held 1,557 shares of MSCI worth $839K as of Q3 2026.
  • Legacy Advisors bought 1,162 MSCI shares in Q3 2026, an estimated $664K.
  • MSCI made up 0.08% of Legacy Advisors's portfolio in Q3 2026, its #132 holding.
  • Legacy Advisors first reported a position in MSCI in Q4 2017 and has held it in 14 quarters since.
  • Legacy Advisors's MSCI position peaked at $1.68M in Q4 2024.
  • 501 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.