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New Age Alpha Advisors’s MSCI MSCI Stock Holding History

New Age Alpha 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 		$272K Sell
485
-74
-13% -$43.2K 0.01% 716
2026
Q1 		$301K Buy
559
+65
+13% +$36.7K 0.01% 572
2025
Q4 		$283K Buy
494
+295
+148% +$165K 0.01% 557
2025
Q3 		$113K Sell
199
-178
-47% -$101K ﹤0.01% 706
2025
Q2 		$217K Sell
377
-8
-2% -$4.43K 0.01% 611
2025
Q1 		$218K Buy
+385
New +$224K 0.01% 637

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

New Age Alpha Advisors's MSCI Position: Q2 2026 in Review

New Age Alpha Advisors reduced its MSCI (MSCI) stake by 13% in Q2 2026, selling an estimated $43.2K and leaving 485 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #716.

New Age Alpha Advisors first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since. The position peaked at $301K in Q1 2026. 1,078 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • New Age Alpha Advisors held 485 shares of MSCI worth $272K as of Q2 2026.
  • New Age Alpha Advisors sold 74 MSCI shares in Q2 2026, an estimated $43.2K.
  • MSCI made up 0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #716 holding.
  • New Age Alpha Advisors first reported a position in MSCI in Q1 2025 and has held it in 6 quarters since.
  • New Age Alpha Advisors's MSCI position peaked at $301K in Q1 2026.
  • 1,078 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.