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Mayflower Financial Advisors’s MSCI MSCI Stock Holding History

Mayflower 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
Q2 		$252K Sell
450
-4
-0.9% -$2.33K 0.02% 415
2026
Q1 		$245K Buy
454
+45
+11% +$25.4K 0.03% 397
2025
Q4 		$235K Sell
409
-2
-0.5% -$1.12K 0.03% 378
2025
Q3 		$233K Buy
411
+1
+0.2% +$565 0.03% 374
2025
Q2 		$236K Sell
410
-5
-1% -$2.77K 0.03% 365
2025
Q1 		$235K Buy
415
+2
+0.5% +$1.16K 0.04% 351
2024
Q4 		$248K Buy
413
+2
+0.5% +$1.2K 0.04% 336
2024
Q3 		$240K Buy
+411
New +$223K 0.04% 331
2024
Q2 		– Sell
-406
Closed -$228K – 364
2024
Q1 		$228K Buy
406
+5
+1% +$2.81K 0.04% 324
2023
Q4 		$227K Buy
401
+1
+0.3% +$516 0.03% 309
2023
Q3 		$205K Buy
+400
New +$210K 0.03% 316
2023
Q2 		– Sell
-399
Closed -$223K – 363
2023
Q1 		$223K Buy
+399
New +$211K 0.03% 311
2022
Q2 		– Sell
-404
Closed -$203K – 352
2022
Q1 		$203K Buy
+404
New +$210K 0.03% 332

Other funds holding MSCI

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
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mayflower Financial Advisors's MSCI Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its MSCI (MSCI) stake by 0.88% in Q2 2026, selling an estimated $2.33K and leaving 450 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #415.

Mayflower Financial Advisors first reported a position in MSCI in Q1 2022 and has held it in 13 quarters since. 510 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Mayflower Financial Advisors held 450 shares of MSCI worth $252K as of Q2 2026.
  • Mayflower Financial Advisors sold 4 MSCI shares in Q2 2026, an estimated $2.33K.
  • MSCI made up 0.02% of Mayflower Financial Advisors's portfolio in Q2 2026, its #415 holding.
  • Mayflower Financial Advisors first reported a position in MSCI in Q1 2022 and has held it in 13 quarters since.
  • 510 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.