Liberty Wealth Management’s MSCI MSCI Stock Holding History

Liberty Wealth Management’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	$734K	Hold	1,362	–	–	0.09%	116
2026 Q1	$734K	Hold	1,362	–	–	0.09%	116
2025 Q4	$782K	Sell	1,362 -521	-28%	-$292K	0.1%	102
2025 Q3	$1.07M	Hold	1,883	–	–	0.15%	84
2025 Q2	$1.09M	Hold	1,883	–	–	0.17%	81
2025 Q1	$1.06M	Hold	1,883	–	–	0.2%	62
2024 Q4	$1.13M	Hold	1,883	–	–	0.19%	77
2024 Q3	$1.1M	Hold	1,883	–	–	0.19%	72
2024 Q2	$907K	Hold	1,883	–	–	0.17%	77
2024 Q1	$1.05M	Hold	1,883	–	–	0.21%	70
2023 Q4	$1.06M	Hold	1,883	–	–	0.23%	61
2023 Q3	$966K	Hold	1,883	–	–	0.24%	58
2023 Q2	$884K	Sell	1,883 -15	-0.8%	-$7.32K	0.22%	58
2023 Q1	$1.06M	Buy	+1,898	New	+$1M	0.22%	67
2022 Q3	$801K	Buy	1,899 +12	+0.6%	+$5.49K	0.21%	58
2022 Q2	$777K	Sell	1,887 -19	-1%	-$8.27K	0.32%	56
2022 Q1	$958K	Sell	1,906 -20	-1%	-$10.4K	0.35%	48
2021 Q4	$1.18K	Sell	1,926 -25	-1%	-$15.7K	0.05%	63
2021 Q3	$1.19M	Buy	1,951 +54	+3%	+$33K	0.42%	40
2021 Q2	$1.01M	Buy	1,897 +2	+0.1%	+$953	0.39%	40
2021 Q1	$789K	Hold	1,895	–	–	0.39%	40
2020 Q4	$789K	Buy	1,895 +8	+0.4%	+$3.14K	0.39%	40
2020 Q3	$673K	Buy	1,887 +4	+0.2%	+$1.45K	0.4%	38
2020 Q2	$629K	Hold	1,883	–	–	0.44%	38
2020 Q1	$544K	Hold	1,883	–	–	0.48%	38
2019 Q4	$486K	Hold	1,883	–	–	0.38%	51
2019 Q3	$410K	Hold	1,883	–	–	0.39%	50
2019 Q2	$450K	Hold	1,883	–	–	0.39%	54
2019 Q1	$374K	Hold	1,883	–	–	0.28%	51
2018 Q4	$277K	Buy	+1,883	New	+$287K	0.21%	69

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Liberty Wealth Management's MSCI Position: Q2 2026 in Review

Liberty Wealth Management held its MSCI (MSCI) position steady in Q2 2026 at 1,362 shares worth $734K. The position accounts for 0.09% of the portfolio, ranked #116.

Liberty Wealth Management first reported a position in MSCI in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.19M in Q3 2021. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Liberty Wealth Management held 1,362 shares of MSCI worth $734K as of Q2 2026.
Liberty Wealth Management left its MSCI share count unchanged in Q2 2026.
MSCI made up 0.09% of Liberty Wealth Management's portfolio in Q2 2026, its #116 holding.
Liberty Wealth Management first reported a position in MSCI in Q4 2018 and has held it in 30 quarters since.
Liberty Wealth Management's MSCI position peaked at $1.19M in Q3 2021.
1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.