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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
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 $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

Legacy Financial Advisors's MSCI Position: Q1 2026 in Review

Legacy Financial Advisors increased its MSCI (MSCI) stake by 27% in Q1 2026, buying an estimated $64.3K and bringing the position to 542 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #327.

Legacy Financial Advisors first reported a position in MSCI in Q1 2019 and has held it in 3 quarters since. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Legacy Financial Advisors held 542 shares of MSCI worth $292K as of Q1 2026.
  • Legacy Financial Advisors bought 114 MSCI shares in Q1 2026, an estimated $64.3K.
  • MSCI made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #327 holding.
  • Legacy Financial Advisors first reported a position in MSCI in Q1 2019 and has held it in 3 quarters since.
  • 1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.