MWM
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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
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% -$2.33K 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

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

Mission Wealth Management's MSCI Position: Q2 2026 in Review

Mission Wealth Management increased its MSCI (MSCI) stake by 18% in Q2 2026, buying an estimated $146K and bringing the position to 1,666 shares worth $934K. The position accounts for 0.01% of the portfolio, ranked #502.

Mission Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Mission Wealth Management held 1,666 shares of MSCI worth $934K as of Q2 2026.
  • Mission Wealth Management bought 250 MSCI shares in Q2 2026, an estimated $146K.
  • MSCI made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #502 holding.
  • Mission Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 9 quarters since.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.