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LVW Advisors’s MSCI MSCI Stock Holding History

LVW 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 		$543K Buy
969
+24
+3% +$14K 0.05% 220
2026
Q1 		$509K Sell
945
-799
-46% -$451K 0.05% 211
2025
Q4 		$1M Sell
1,744
-20
-1% -$11.2K 0.1% 100
2025
Q3 		$1M Buy
1,764
+73
+4% +$41.3K 0.1% 105
2025
Q2 		$975K Buy
1,691
+128
+8% +$70.8K 0.11% 113
2025
Q1 		$884K Buy
1,563
+103
+7% +$59.9K 0.11% 115
2024
Q4 		$876K Buy
1,460
+58
+4% +$34.8K 0.11% 124
2024
Q3 		$817K Buy
1,402
+412
+42% +$223K 0.1% 135
2024
Q2 		$477K Sell
990
-818
-45% -$406K 0.07% 178
2024
Q1 		$1.01M Buy
1,808
+195
+12% +$110K 0.17% 90
2023
Q4 		$912K Buy
1,613
+360
+29% +$186K 0.17% 91
2023
Q3 		$643K Buy
+1,253
New +$658K 0.13% 101
2023
Q2 		– Sell
-386
Closed -$216K – 222
2023
Q1 		$216K Buy
+386
New +$204K 0.04% 216
2022
Q2 		– Sell
-1,230
Closed -$619K – 242
2022
Q1 		$619K Sell
1,230
-1,066
-46% -$553K 0.1% 124
2021
Q4 		$1.41M Sell
2,296
-22
-0.9% -$13.8K 0.24% 74
2021
Q3 		$1.41M Buy
2,318
+20
+0.9% +$12.2K 0.24% 72
2021
Q2 		$1.23M Sell
2,298
-146
-6% -$69.6K 0.22% 76
2021
Q1 		$1.02M Buy
2,444
+277
+13% +$116K 0.2% 83
2020
Q4 		$968K Buy
2,167
+489
+29% +$192K 0.19% 76
2020
Q3 		$599K Buy
1,678
+562
+50% +$204K 0.13% 96
2020
Q2 		$373K Buy
+1,116
New +$361K 0.09% 115

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
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 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
AS
Aware Super Sydney, Australia $7.06B AUM

LVW Advisors's MSCI Position: Q2 2026 in Review

LVW Advisors increased its MSCI (MSCI) stake by 2.5% in Q2 2026, buying an estimated $14K and bringing the position to 969 shares worth $543K. The position accounts for 0.05% of the portfolio, ranked #220.

LVW Advisors first reported a position in MSCI in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.41M in Q3 2021. 387 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • LVW Advisors held 969 shares of MSCI worth $543K as of Q2 2026.
  • LVW Advisors bought 24 MSCI shares in Q2 2026, an estimated $14K.
  • MSCI made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #220 holding.
  • LVW Advisors first reported a position in MSCI in Q2 2020 and has held it in 21 quarters since.
  • LVW Advisors's MSCI position peaked at $1.41M in Q3 2021.
  • 387 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.