LVW Advisors
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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
Q3 		$446K Sell
828
-141
-15% -$80.6K 0.04% 279
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 		$1.22M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LVW Advisors's MSCI Position: Q3 2026 in Review

LVW Advisors reduced its MSCI (MSCI) stake by 15% in Q3 2026, selling an estimated $80.6K and leaving 828 shares worth $446K. The position accounts for 0.04% of the portfolio, ranked #279.

LVW Advisors first reported a position in MSCI in Q2 2020 and has held it in 22 quarters since. The position peaked at $1.41M in Q3 2021. 501 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • LVW Advisors held 828 shares of MSCI worth $446K as of Q3 2026.
  • LVW Advisors sold 141 MSCI shares in Q3 2026, an estimated $80.6K.
  • MSCI made up 0.04% of LVW Advisors's portfolio in Q3 2026, its #279 holding.
  • LVW Advisors first reported a position in MSCI in Q2 2020 and has held it in 22 quarters since.
  • LVW Advisors's MSCI position peaked at $1.41M in Q3 2021.
  • 501 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.