NWAG
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Net Worth Advisory Group’s MSCI MSCI Stock Holding History

Net Worth Advisory Group’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 		$314K Sell
561
-35
-6% -$20.4K 0.08% 271
2026
Q1 		$321K Sell
596
-67
-10% -$37.8K 0.07% 286
2025
Q4 		$381K Buy
663
+12
+2% +$6.73K 0.08% 251
2025
Q3 		$369K Sell
651
-44
-6% -$24.9K 0.11% 212
2025
Q2 		$401K Buy
695
+25
+4% +$13.8K 0.09% 230
2025
Q1 		$379K Buy
670
+39
+6% +$22.7K 0.12% 200
2024
Q4 		$379K Buy
631
+2
+0.3% +$1.2K 0.12% 204
2024
Q3 		$366K Buy
+629
New +$341K 0.11% 215

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Net Worth Advisory Group's MSCI Position: Q2 2026 in Review

Net Worth Advisory Group reduced its MSCI (MSCI) stake by 5.9% in Q2 2026, selling an estimated $20.4K and leaving 561 shares worth $314K. The position accounts for 0.08% of the portfolio, ranked #271.

Net Worth Advisory Group first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since. The position peaked at $401K in Q2 2025. 172 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Net Worth Advisory Group held 561 shares of MSCI worth $314K as of Q2 2026.
  • Net Worth Advisory Group sold 35 MSCI shares in Q2 2026, an estimated $20.4K.
  • MSCI made up 0.08% of Net Worth Advisory Group's portfolio in Q2 2026, its #271 holding.
  • Net Worth Advisory Group first reported a position in MSCI in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's MSCI position peaked at $401K in Q2 2025.
  • 172 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.