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Midwest Trust’s MSCI MSCI Stock Holding History

Midwest 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 		$1.22M Sell
2,183
-95
-4% -$55.4K 0.01% 338
2026
Q1 		$1.23M Sell
2,278
-132
-5% -$74.4K 0.02% 336
2025
Q4 		$1.38M Sell
2,410
-18
-0.7% -$10.1K 0.02% 315
2025
Q3 		$1.38M Sell
2,428
-28
-1% -$15.8K 0.02% 310
2025
Q2 		$1.42M Buy
+2,456
New +$1.36M 0.02% 306

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

Midwest Trust's MSCI Position: Q2 2026 in Review

Midwest Trust reduced its MSCI (MSCI) stake by 4.2% in Q2 2026, selling an estimated $55.4K and leaving 2,183 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #338.

Midwest Trust first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.42M in Q2 2025. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Midwest Trust held 2,183 shares of MSCI worth $1.22M as of Q2 2026.
  • Midwest Trust sold 95 MSCI shares in Q2 2026, an estimated $55.4K.
  • MSCI made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #338 holding.
  • Midwest Trust first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's MSCI position peaked at $1.42M in Q2 2025.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.