MWM
MSCI icon

Moran Wealth Management’s MSCI MSCI Stock Holding History

Moran 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 		– Sell
-624
Closed -$358K – 533
2025
Q4 		$358K Sell
624
-311
-33% -$174K 0.01% 430
2025
Q3 		$531K Sell
935
-67
-7% -$37.9K 0.02% 399
2025
Q2 		$578K Sell
1,002
-257
-20% -$142K 0.02% 390
2025
Q1 		$712K Sell
1,259
-19,315
-94% -$11.2M 0.02% 333
2024
Q4 		$12.3M Buy
20,574
+451
+2% +$271K 0.39% 87
2024
Q3 		$11.7M Buy
20,123
+220
+1% +$119K 0.36% 94
2024
Q2 		$9.59M Sell
19,903
-20,871
-51% -$10.4M 0.32% 108
2024
Q1 		$22.9M Buy
40,774
+421
+1% +$237K 0.74% 34
2023
Q4 		$22.8M Sell
40,353
-740
-2% -$382K 0.81% 24
2023
Q3 		$21.1M Buy
41,093
+700
+2% +$368K 0.82% 30
2023
Q2 		$19M Sell
40,393
-361
-0.9% -$176K 0.71% 40
2023
Q1 		$22.8M Buy
+40,754
New +$21.6M 0.86% 27

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

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

Moran Wealth Management sold out of MSCI (MSCI) in Q1 2026, closing a stake of 624 shares — an estimated $358K sold.

Moran Wealth Management first reported a position in MSCI in Q1 2023 and held it in 12 quarters. The position peaked at $22.9M in Q1 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Moran Wealth Management reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Moran Wealth Management sold 624 MSCI shares in Q1 2026, an estimated $358K.
  • Moran Wealth Management first reported a position in MSCI in Q1 2023 and held it in 12 quarters.
  • Moran Wealth Management's MSCI position peaked at $22.9M in Q1 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.