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
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 $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

Mission Wealth Management's MSCI Position: Q1 2026 in Review

Mission Wealth Management increased its MSCI (MSCI) stake by 1.1% in Q1 2026, buying an estimated $8.46K and bringing the position to 1,416 shares worth $764K. The position accounts for 0.02% of the portfolio, ranked #380.

Mission Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since. The position peaked at $860K in Q3 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Mission Wealth Management held 1,416 shares of MSCI worth $764K as of Q1 2026.
  • Mission Wealth Management bought 15 MSCI shares in Q1 2026, an estimated $8.46K.
  • MSCI made up 0.02% of Mission Wealth Management's portfolio in Q1 2026, its #380 holding.
  • Mission Wealth Management first reported a position in MSCI in Q2 2024 and has held it in 8 quarters since.
  • Mission Wealth Management's MSCI position peaked at $860K in Q3 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.