OF
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Optimize Financial’s MSCI MSCI Stock Holding History

Optimize Financial’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 		– Sell
-819
Closed -$470K – 403
2025
Q4 		$470K Buy
819
+8
+1% +$4.49K 0.24% 157
2025
Q3 		$460K Buy
811
+150
+23% +$84.8K 0.24% 141
2025
Q2 		$381K Sell
661
-4
-0.6% -$2.21K 0.23% 125
2025
Q1 		$376K Buy
665
+69
+12% +$40.1K 0.14% 126
2024
Q4 		$358K Buy
+596
New +$358K 0.27% 112

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Optimize Financial's MSCI Position: Q1 2026 in Review

Optimize Financial sold out of MSCI (MSCI) in Q1 2026, closing a stake of 819 shares — an estimated $470K sold.

Optimize Financial first reported a position in MSCI in Q4 2024 and held it in 5 quarters. The position peaked at $470K in Q4 2025. 1,066 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Optimize Financial reported no remaining MSCI position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 819 MSCI shares in Q1 2026, an estimated $470K.
  • Optimize Financial first reported a position in MSCI in Q4 2024 and held it in 5 quarters.
  • Optimize Financial's MSCI position peaked at $470K in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.