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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Midwest Trust's MSCI Position: Q1 2026 in Review

Midwest Trust reduced its MSCI (MSCI) stake by 5.5% in Q1 2026, selling an estimated $74.4K and leaving 2,278 shares worth $1.23M. The position accounts for 0.02% of the portfolio, ranked #336.

Midwest Trust first reported a position in MSCI in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.42M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Midwest Trust held 2,278 shares of MSCI worth $1.23M as of Q1 2026.
  • Midwest Trust sold 132 MSCI shares in Q1 2026, an estimated $74.4K.
  • MSCI made up 0.02% of Midwest Trust's portfolio in Q1 2026, its #336 holding.
  • Midwest Trust first reported a position in MSCI in Q2 2025 and has held it in 4 quarters since.
  • Midwest Trust's MSCI position peaked at $1.42M in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.