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 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 Q2	–	Sell	-2,644	Closed	-$1.5M	–	264
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%	+$9.76K	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

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Legacy Advisors's MSCI Position: Q2 2026 in Review

Legacy Advisors increased its MSCI (MSCI) stake by 2.3% in Q2 2026, buying an estimated $5.25K and bringing the position to 395 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #307.

Legacy Advisors first reported a position in MSCI in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.68M in Q4 2024. 242 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Legacy Advisors held 395 shares of MSCI worth $221K as of Q2 2026.
Legacy Advisors bought 9 MSCI shares in Q2 2026, an estimated $5.25K.
MSCI made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #307 holding.
Legacy Advisors first reported a position in MSCI in Q4 2017 and has held it in 13 quarters since.
Legacy Advisors's MSCI position peaked at $1.68M in Q4 2024.
242 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.