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OneDigital Investment Advisors’s MSCI MSCI Stock Holding History

OneDigital Investment 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 		$516K Buy
921
+182
+25% +$106K ﹤0.01% 1022
2026
Q1 		$398K Sell
739
-224
-23% -$126K ﹤0.01% 1043
2025
Q4 		$553K Sell
963
-13
-1% -$7.29K 0.01% 903
2025
Q3 		$554K Sell
976
-47
-5% -$26.6K 0.01% 886
2025
Q2 		$590K Sell
1,023
-21
-2% -$11.6K 0.01% 841
2025
Q1 		$590K Sell
1,044
-1,153
-52% -$670K 0.01% 800
2024
Q4 		$1.32M Sell
2,197
-154
-7% -$92.4K 0.02% 545
2024
Q3 		$1.37M Sell
2,351
-677
-22% -$367K 0.02% 558
2024
Q2 		$1.46M Buy
3,028
+2,033
+204% +$1.01M 0.02% 500
2024
Q1 		$558K Sell
995
-424
-30% -$238K 0.01% 703
2023
Q4 		$803K Buy
1,419
+540
+61% +$279K 0.01% 547
2023
Q3 		$451K Sell
879
-13
-1% -$6.83K 0.01% 685
2023
Q2 		$419K Buy
892
+11
+1% +$5.37K 0.01% 701
2023
Q1 		$493K Buy
881
+210
+31% +$111K 0.01% 624
2022
Q4 		$312K Buy
671
+19
+3% +$8.84K 0.01% 662
2022
Q3 		$275K Sell
652
-6
-0.9% -$2.75K 0.01% 621
2022
Q2 		$271K Sell
658
-112
-15% -$48.8K 0.01% 585
2022
Q1 		$387K Buy
770
+77
+11% +$39.9K 0.01% 515
2021
Q4 		$425K Sell
693
-21
-3% -$13.2K 0.02% 495
2021
Q3 		$434K Buy
714
+24
+3% +$14.7K 0.02% 459
2021
Q2 		$368K Buy
690
+9
+1% +$4.29K 0.02% 495
2021
Q1 		$286K Sell
681
-61
-8% -$25.6K 0.01% 524
2020
Q4 		$331K Buy
742
+54
+8% +$21.2K 0.02% 464
2020
Q3 		$245K Sell
688
-18
-3% -$6.54K 0.02% 495
2020
Q2 		$236K Sell
706
-30
-4% -$9.7K 0.02% 507
2020
Q1 		$213K Buy
+736
New +$208K 0.02% 466
2019
Q3 		– Sell
-1,317
Closed -$315K – 936
2019
Q2 		$315K Buy
+1,317
New +$295K 0.02% 333

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
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)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OneDigital Investment Advisors's MSCI Position: Q2 2026 in Review

OneDigital Investment Advisors increased its MSCI (MSCI) stake by 25% in Q2 2026, buying an estimated $106K and bringing the position to 921 shares worth $516K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

OneDigital Investment Advisors first reported a position in MSCI in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.46M in Q2 2024. 667 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • OneDigital Investment Advisors held 921 shares of MSCI worth $516K as of Q2 2026.
  • OneDigital Investment Advisors bought 182 MSCI shares in Q2 2026, an estimated $106K.
  • MSCI made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1022 holding.
  • OneDigital Investment Advisors first reported a position in MSCI in Q2 2019 and has held it in 27 quarters since.
  • OneDigital Investment Advisors's MSCI position peaked at $1.46M in Q2 2024.
  • 667 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.