TGY2IT
MSCI icon

Timothy G. Youngquist 2020 Irrevocable Trust’s MSCI MSCI Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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 		– Sell
-26
Closed -$14K – 351
2026
Q1 		$14K Buy
+26
New +$14.7K 0.01% 350

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's MSCI Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of MSCI (MSCI) in Q2 2026, closing a stake of 26 shares — an estimated $14K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in MSCI in Q1 2026 and held it in 1 quarter. The position peaked at $14K in Q1 2026. 565 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 26 MSCI shares in Q2 2026, an estimated $14K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in MSCI in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's MSCI position peaked at $14K in Q1 2026.
  • 565 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.