Mogy Joel R Investment Counsel’s MSCI MSCI Stock Holding History

Mogy Joel R Investment Counsel’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	$15M	Sell	26,758 -101	-0.4%	-$58.9K	0.86%	24
2026 Q1	$14.5M	Sell	26,859 -114	-0.4%	-$64.3K	0.91%	25
2025 Q4	$15.5M	Buy	26,973 +120	+0.4%	+$67.3K	0.84%	27
2025 Q3	$15.2M	Buy	26,853 +463	+2%	+$262K	0.83%	27
2025 Q2	$15.2M	Sell	26,390 -248	-0.9%	-$137K	0.88%	27
2025 Q1	$15.1M	Buy	26,638 +3,590	+16%	+$2.09M	0.97%	27
2024 Q4	$13.8M	Buy	23,048 +1,136	+5%	+$682K	0.82%	31
2024 Q3	$12.8M	Buy	21,912 +2,420	+12%	+$1.31M	0.78%	33
2024 Q2	$9.39M	Buy	19,492 +3,203	+20%	+$1.59M	0.6%	33
2024 Q1	$9.13M	Buy	16,289 +4,687	+40%	+$2.63M	0.62%	34
2023 Q4	$6.56M	Buy	11,602 +3,075	+36%	+$1.59M	0.5%	37
2023 Q3	$4.38M	Buy	8,527 +3,583	+72%	+$1.88M	0.37%	41
2023 Q2	$2.32M	Buy	4,944 +1,977	+67%	+$964K	0.18%	53
2023 Q1	$1.66M	Buy	+2,967	New	+$1.57M	0.15%	59

Other funds holding MSCI

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

BFS

Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Mogy Joel R Investment Counsel's MSCI Position: Q2 2026 in Review

Mogy Joel R Investment Counsel reduced its MSCI (MSCI) stake by 0.38% in Q2 2026, selling an estimated $58.9K and leaving 26,758 shares worth $15M. The position accounts for 0.86% of the portfolio, ranked #24.

Mogy Joel R Investment Counsel first reported a position in MSCI in Q1 2023 and has held it in 14 quarters since. The position peaked at $15.5M in Q4 2025. 242 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Mogy Joel R Investment Counsel held 26,758 shares of MSCI worth $15M as of Q2 2026.
Mogy Joel R Investment Counsel sold 101 MSCI shares in Q2 2026, an estimated $58.9K.
MSCI made up 0.86% of Mogy Joel R Investment Counsel's portfolio in Q2 2026, its #24 holding.
Mogy Joel R Investment Counsel first reported a position in MSCI in Q1 2023 and has held it in 14 quarters since.
Mogy Joel R Investment Counsel's MSCI position peaked at $15.5M in Q4 2025.
242 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Mogy Joel R Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.