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Legacy Financial Advisors’s MSCI MSCI Stock Holding History

Legacy Financial 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 		$303K Sell
541
-1
-0.2% -$583 0.04% 345
2026
Q1 		$292K Buy
542
+114
+27% +$64.3K 0.04% 327
2025
Q4 		$246K Buy
+428
New +$240K 0.03% 351
2019
Q2 		– Sell
-5
Closed -$1K – 612
2019
Q1 		$1K Buy
+5
New +$870 ﹤0.01% 991

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

Legacy Financial Advisors's MSCI Position: Q2 2026 in Review

Legacy Financial Advisors reduced its MSCI (MSCI) stake by 0.18% in Q2 2026, selling an estimated $583 and leaving 541 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #345.

Legacy Financial Advisors first reported a position in MSCI in Q1 2019 and has held it in 4 quarters since. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Legacy Financial Advisors held 541 shares of MSCI worth $303K as of Q2 2026.
  • Legacy Financial Advisors sold 1 MSCI share in Q2 2026, an estimated $583.
  • MSCI made up 0.04% of Legacy Financial Advisors's portfolio in Q2 2026, its #345 holding.
  • Legacy Financial Advisors first reported a position in MSCI in Q1 2019 and has held it in 4 quarters since.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.