Meramec Financial Planners’s MSCI MSCI Stock Holding History

Meramec Financial Planners’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	$10.3K	Hold	18	–	–	﹤0.01%	346
2026 Q1	$10.2K	Hold	18	–	–	﹤0.01%	322
2025 Q4	$10K	Buy	+18	New	+$10.1K	﹤0.01%	323

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Meramec Financial Planners's MSCI Position: Q2 2026 in Review

Meramec Financial Planners held its MSCI (MSCI) position steady in Q2 2026 at 18 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Meramec Financial Planners first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since. 1,080 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Meramec Financial Planners held 18 shares of MSCI worth $10.3K as of Q2 2026.
Meramec Financial Planners left its MSCI share count unchanged in Q2 2026.
MSCI made up ﹤0.01% of Meramec Financial Planners's portfolio in Q2 2026, its #346 holding.
Meramec Financial Planners first reported a position in MSCI in Q4 2025 and has held it in 3 quarters since.
1,080 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.