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Opes Wealth Management’s MSCI MSCI Stock Holding History

Opes Wealth Management’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 		$862K Hold
1,600
– – 0.14% 77
2025
Q4 		$918K Hold
1,600
– – 0.15% 78
2025
Q3 		$908K Hold
1,600
– – 0.16% 73
2025
Q2 		$923K Hold
1,600
– – 0.16% 73
2025
Q1 		$905K Buy
+1,600
New +$930K 0.18% 64

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

Opes Wealth Management's MSCI Position: Q1 2026 in Review

Opes Wealth Management held its MSCI (MSCI) position steady in Q1 2026 at 1,600 shares worth $862K. The position accounts for 0.14% of the portfolio, ranked #77.

Opes Wealth Management first reported a position in MSCI in Q1 2025 and has held it in 5 quarters since. The position peaked at $923K in Q2 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Opes Wealth Management held 1,600 shares of MSCI worth $862K as of Q1 2026.
  • Opes Wealth Management left its MSCI share count unchanged in Q1 2026.
  • MSCI made up 0.14% of Opes Wealth Management's portfolio in Q1 2026, its #77 holding.
  • Opes Wealth Management first reported a position in MSCI in Q1 2025 and has held it in 5 quarters since.
  • Opes Wealth Management's MSCI position peaked at $923K in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.