MBL Wealth
MSCI icon

MBL Wealth’s MSCI MSCI Stock Holding History

MBL Wealth’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 		$347K Buy
+645
New +$369K 0.02% 422

Other funds holding MSCI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

MBL Wealth's MSCI Position: Q3 2026 in Review

MBL Wealth opened a new position in MSCI (MSCI) in Q3 2026: 645 shares worth $347K. The stake represents 0.02% of the portfolio and ranks #422 among its holdings.

796 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • MBL Wealth held 645 shares of MSCI worth $347K as of Q3 2026.
  • MSCI was a new MBL Wealth position in Q3 2026.
  • MSCI made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #422 holding.
  • 796 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.