Mission Wealth Management’s MSCI MSCI Stock Holding History

Mission Wealth Management’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	$721K	Sell	1,338 -328	-20%	-$188K	0.01%	444
2026 Q2	$934K	Buy	1,666 +250	+18%	+$146K	0.01%	502
2026 Q1	$764K	Buy	1,416 +15	+1%	+$8.46K	0.02%	380
2025 Q4	$804K	Buy	1,401 +44	+3%	+$24.7K	0.02%	384
2025 Q3	$770K	Sell	1,357 -13	-0.9%	-$7.35K	0.02%	387
2025 Q2	$790K	Sell	1,370 -4	-0.3%	-$2.21K	0.02%	367
2025 Q1	$777K	Sell	1,374 -4	-0.3%	-$2.32K	0.02%	358
2024 Q4	$827K	Sell	1,378 -97	-7%	-$58.2K	0.02%	322
2024 Q3	$860K	Buy	1,475 +19	+1%	+$10.3K	0.02%	321
2024 Q2	$702K	Buy	+1,456	New	+$722K	0.02%	342

Other funds holding MSCI

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Mission Wealth Management's MSCI Position: Q3 2026 in Review

Mission Wealth Management reduced its MSCI (MSCI) stake by 20% in Q3 2026, selling an estimated $188K and leaving 1,338 shares worth $721K. The position accounts for 0.01% of the portfolio, ranked #444.

Mission Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 10 quarters since. The position peaked at $934K in Q2 2026. 334 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

Mission Wealth Management held 1,338 shares of MSCI worth $721K as of Q3 2026.
Mission Wealth Management sold 328 MSCI shares in Q3 2026, an estimated $188K.
MSCI made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #444 holding.
Mission Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 10 quarters since.
Mission Wealth Management's MSCI position peaked at $934K in Q2 2026.
334 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.