Net Worth Advisory Group
MSCI icon

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
Q3 		$288K Sell
528
-33
-6% -$18.9K 0.07% 304
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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Baskin Financial Services
Baskin Financial Services Toronto, Ontario, Canada $1.24B AUM 7.24% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Mogy Joel R Investment Counsel
Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Net Worth Advisory Group's MSCI Position: Q3 2026 in Review

Net Worth Advisory Group reduced its MSCI (MSCI) stake by 5.9% in Q3 2026, selling an estimated $18.9K and leaving 528 shares worth $288K. The position accounts for 0.07% of the portfolio, ranked #304.

Net Worth Advisory Group first reported a position in MSCI in Q3 2024 and has held it in 9 quarters since. The position peaked at $401K in Q2 2025. 164 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Net Worth Advisory Group held 528 shares of MSCI worth $288K as of Q3 2026.
  • Net Worth Advisory Group sold 33 MSCI shares in Q3 2026, an estimated $18.9K.
  • MSCI made up 0.07% of Net Worth Advisory Group's portfolio in Q3 2026, its #304 holding.
  • Net Worth Advisory Group first reported a position in MSCI in Q3 2024 and has held it in 9 quarters since.
  • Net Worth Advisory Group's MSCI position peaked at $401K in Q2 2025.
  • 164 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.