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Merit Financial Group’s MSCI MSCI Stock Holding History

Merit Financial Group’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 		$2.56M Sell
4,579
-71
-2% -$41.4K 0.02% 649
2026
Q1 		$2.51M Sell
4,650
-1,069
-19% -$603K 0.02% 582
2025
Q4 		$3.28M Sell
5,719
-1,041
-15% -$584K 0.03% 473
2025
Q3 		$3.84M Sell
6,760
-696
-9% -$393K 0.04% 373
2025
Q2 		$4.3M Buy
7,456
+155
+2% +$85.8K 0.05% 314
2025
Q1 		$4.13M Buy
7,301
+4,309
+144% +$2.5M 0.06% 256
2024
Q4 		$1.8M Buy
2,992
+1,295
+76% +$777K 0.03% 375
2024
Q3 		$989K Sell
1,697
-531
-24% -$288K 0.02% 433
2024
Q2 		$1.07M Buy
2,228
+417
+23% +$207K 0.02% 393
2024
Q1 		$846K Sell
1,811
-3
-0.2% -$1.69K 0.02% 447
2023
Q4 		$1.03M Buy
1,814
+45
+3% +$23.2K 0.03% 309
2023
Q3 		$907K Sell
1,769
-62
-3% -$32.6K 0.03% 342
2023
Q2 		$859K Buy
1,831
+227
+14% +$111K 0.03% 363
2023
Q1 		$898K Buy
1,604
+2
+0.1% +$1.06K 0.03% 300
2022
Q4 		$745K Buy
1,602
+23
+1% +$10.7K 0.03% 343
2022
Q3 		$666K Sell
1,579
-20
-1% -$9.15K 0.03% 312
2022
Q2 		$659K Buy
1,599
+44
+3% +$19.2K 0.02% 313
2022
Q1 		$782K Buy
1,555
+24
+2% +$12.4K 0.05% 182
2021
Q4 		$938K Hold
1,531
– – 0.09% 105
2021
Q3 		$931K Hold
1,531
– – 0.1% 104
2021
Q2 		$816K Buy
1,531
+10
+0.7% +$4.77K 0.08% 115
2021
Q1 		$638K Hold
1,521
– – 0.07% 133
2020
Q4 		$679K Sell
1,521
-12
-0.8% -$4.71K 0.07% 112
2020
Q3 		$547K Hold
1,533
– – 0.05% 132
2020
Q2 		$512K Hold
1,533
– – 0.05% 126
2020
Q1 		$443K Buy
1,533
+12
+0.8% +$3.4K 0.05% 134
2019
Q4 		$393K Buy
+1,521
New +$371K 0.03% 164

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Merit Financial Group's MSCI Position: Q2 2026 in Review

Merit Financial Group reduced its MSCI (MSCI) stake by 1.5% in Q2 2026, selling an estimated $41.4K and leaving 4,579 shares worth $2.56M. The position accounts for 0.02% of the portfolio, ranked #649.

Merit Financial Group first reported a position in MSCI in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.3M in Q2 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Merit Financial Group held 4,579 shares of MSCI worth $2.56M as of Q2 2026.
  • Merit Financial Group sold 71 MSCI shares in Q2 2026, an estimated $41.4K.
  • MSCI made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #649 holding.
  • Merit Financial Group first reported a position in MSCI in Q4 2019 and has held it in 27 quarters since.
  • Merit Financial Group's MSCI position peaked at $4.3M in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.