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Mount Yale Investment Advisors’s MSCI MSCI Stock Holding History

Mount Yale Investment Advisors’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 		$431K Buy
770
+264
+52% +$154K 0.01% 838
2026
Q1 		$273K Buy
506
+121
+31% +$68.2K 0.01% 938
2025
Q4 		$221K Buy
+385
New +$216K 0.01% 669
2025
Q3 		– Sell
-105
Closed -$60.6K – 1249
2025
Q2 		$60.6K Buy
+105
New +$58.1K ﹤0.01% 762

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's MSCI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its MSCI (MSCI) stake by 52% in Q2 2026, buying an estimated $154K and bringing the position to 770 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #838.

Mount Yale Investment Advisors first reported a position in MSCI in Q2 2025 and has held it in 4 quarters since. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Mount Yale Investment Advisors held 770 shares of MSCI worth $431K as of Q2 2026.
  • Mount Yale Investment Advisors bought 264 MSCI shares in Q2 2026, an estimated $154K.
  • MSCI made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #838 holding.
  • Mount Yale Investment Advisors first reported a position in MSCI in Q2 2025 and has held it in 4 quarters since.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.