Nvest Wealth Strategies’s MSCI MSCI Stock Holding History

Nvest Wealth Strategies’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	$1.12K	Hold	2	–	–	﹤0.01%	210
2026 Q1	$1.08K	Buy	+2	New	+$1.13K	﹤0.01%	216

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Nvest Wealth Strategies's MSCI Position: Q2 2026 in Review

Nvest Wealth Strategies held its MSCI (MSCI) position steady in Q2 2026 at 2 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Nvest Wealth Strategies first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Nvest Wealth Strategies held 2 shares of MSCI worth $1.12K as of Q2 2026.
Nvest Wealth Strategies left its MSCI share count unchanged in Q2 2026.
MSCI made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #210 holding.
Nvest Wealth Strategies first reported a position in MSCI in Q1 2026 and has held it in 2 quarters since.
565 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.