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Opal Wealth Advisors’s MSCI MSCI Stock Holding History

Opal Wealth 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 		– Sell
-71
Closed -$38.3K – 445
2026
Q1 		$38.3K Buy
+71
New +$40K 0.01% 458
2025
Q3 		– Sell
-165
Closed -$95.2K – 415
2025
Q2 		$95.2K Buy
165
+6
+4% +$3.32K 0.03% 278
2025
Q1 		$89.9K Buy
+159
New +$92.4K 0.03% 284
2024
Q3 		– Sell
-211
Closed -$102K – 816
2024
Q2 		$102K Buy
+211
New +$105K 0.03% 269

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

Opal Wealth Advisors's MSCI Position: Q2 2026 in Review

Opal Wealth Advisors sold out of MSCI (MSCI) in Q2 2026, closing a stake of 71 shares — an estimated $38.3K sold.

Opal Wealth Advisors first reported a position in MSCI in Q2 2024 and held it in 4 quarters. The position peaked at $102K in Q2 2024. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Opal Wealth Advisors reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 71 MSCI shares in Q2 2026, an estimated $38.3K.
  • Opal Wealth Advisors first reported a position in MSCI in Q2 2024 and held it in 4 quarters.
  • Opal Wealth Advisors's MSCI position peaked at $102K in Q2 2024.
  • 1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.