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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
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

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

MOTCO's MSCI Position: Q2 2026 in Review

MOTCO opened a new position in MSCI (MSCI) in Q2 2026: 1 share worth $560. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings. This is a return to the name: MOTCO previously reported a position in MSCI as recently as Q3 2024.

MOTCO first reported a position in MSCI in Q4 2020 and has held it in 6 quarters since. The position peaked at $166K in Q3 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • MOTCO held 1 share of MSCI worth $560 as of Q2 2026.
  • MSCI was a new MOTCO position in Q2 2026.
  • MSCI made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #664 holding.
  • MOTCO first reported a position in MSCI in Q4 2020 and has held it in 6 quarters since.
  • MOTCO's MSCI position peaked at $166K in Q3 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.