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Neo Ivy Capital Management’s MSCI MSCI Stock Holding History

Neo Ivy Capital 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
Q2 		– Sell
-1,482
Closed -$799K – 450
2026
Q1 		$799K Sell
1,482
-3,230
-69% -$1.82M 0.21% 172
2025
Q4 		$2.7M Buy
+4,712
New +$2.64M 0.43% 94
2023
Q3 		– Sell
-2,580
Closed -$1.21M – 410
2023
Q2 		$1.21M Buy
+2,580
New +$1.26M 0.64% 29

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

Neo Ivy Capital Management's MSCI Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of MSCI (MSCI) in Q2 2026, closing a stake of 1,482 shares — an estimated $799K sold.

Neo Ivy Capital Management first reported a position in MSCI in Q2 2023 and held it in 3 quarters. The position peaked at $2.7M in Q4 2025. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Neo Ivy Capital Management reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 1,482 MSCI shares in Q2 2026, an estimated $799K.
  • Neo Ivy Capital Management first reported a position in MSCI in Q2 2023 and held it in 3 quarters.
  • Neo Ivy Capital Management's MSCI position peaked at $2.7M in Q4 2025.
  • 1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.