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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Opal Wealth Advisors's MSCI Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in MSCI (MSCI) in Q1 2026: 71 shares worth $38.3K. The stake represents 0.01% of the portfolio and ranks #458 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in MSCI as recently as Q2 2025.

Opal Wealth Advisors first reported a position in MSCI in Q2 2024 and has held it in 4 quarters since. The position peaked at $102K in Q2 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Opal Wealth Advisors held 71 shares of MSCI worth $38.3K as of Q1 2026.
  • MSCI was a new Opal Wealth Advisors position in Q1 2026.
  • MSCI made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #458 holding.
  • Opal Wealth Advisors first reported a position in MSCI in Q2 2024 and has held it in 4 quarters since.
  • Opal Wealth Advisors's MSCI position peaked at $102K in Q2 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.