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MSCI icon

MOTCO’s MSCI MSCI Stock Holding History

MOTCO’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 		$539 Hold
1
– – ﹤0.01% 703
2026
Q2 		$560 Buy
+1
New +$583 ﹤0.01% 664
2024
Q4 		– Sell
-284
Closed -$166K – 546
2024
Q3 		$166K Hold
284
– – 0.02% 219
2024
Q2 		$137K Hold
284
– – 0.01% 305
2024
Q1 		$159K Buy
+284
New +$160K 0.01% 294
2023
Q3 		– Sell
-1
Closed -$469 – 913
2023
Q2 		$469 Buy
+1
New +$488 ﹤0.01% 873
2021
Q1 		– Sell
-56
Closed -$25K – 723
2020
Q4 		$25K Buy
+56
New +$22K ﹤0.01% 427

Other funds holding MSCI

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

MOTCO's MSCI Position: Q3 2026 in Review

MOTCO held its MSCI (MSCI) position steady in Q3 2026 at 1 share worth $539. The position accounts for ﹤0.01% of the portfolio, ranked #703.

MOTCO first reported a position in MSCI in Q4 2020 and has held it in 7 quarters since. The position peaked at $166K in Q3 2024. 738 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • MOTCO held 1 share of MSCI worth $539 as of Q3 2026.
  • MOTCO left its MSCI share count unchanged in Q3 2026.
  • MSCI made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #703 holding.
  • MOTCO first reported a position in MSCI in Q4 2020 and has held it in 7 quarters since.
  • MOTCO's MSCI position peaked at $166K in Q3 2024.
  • 738 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.