Optivise Advisory Services
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Optivise Advisory Services’s MSCI MSCI Stock Holding History

Optivise Advisory Services’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
Q3 		$203K Sell
377
-34
-8% -$19.4K 0.1% 224
2026
Q2 		$230K Sell
411
-28
-6% -$16.3K 0.12% 190
2026
Q1 		$237K Sell
439
-23
-5% -$13K 0.14% 161
2025
Q4 		$265K Sell
462
-85
-16% -$47.7K 0.15% 148
2025
Q3 		$310K Sell
547
-21
-4% -$11.9K 0.18% 125
2025
Q2 		$328K Buy
568
+28
+5% +$15.5K 0.17% 126
2025
Q1 		$306K Buy
540
+20
+4% +$11.6K 0.17% 123
2024
Q4 		$312K Buy
+520
New +$312K 0.17% 124

Other funds holding MSCI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Optivise Advisory Services's MSCI Position: Q3 2026 in Review

Optivise Advisory Services reduced its MSCI (MSCI) stake by 8.3% in Q3 2026, selling an estimated $19.4K and leaving 377 shares worth $203K. The position accounts for 0.1% of the portfolio, ranked #224.

Optivise Advisory Services first reported a position in MSCI in Q4 2024 and has held it in 8 quarters since. The position peaked at $328K in Q2 2025. 611 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Optivise Advisory Services held 377 shares of MSCI worth $203K as of Q3 2026.
  • Optivise Advisory Services sold 34 MSCI shares in Q3 2026, an estimated $19.4K.
  • MSCI made up 0.1% of Optivise Advisory Services's portfolio in Q3 2026, its #224 holding.
  • Optivise Advisory Services first reported a position in MSCI in Q4 2024 and has held it in 8 quarters since.
  • Optivise Advisory Services's MSCI position peaked at $328K in Q2 2025.
  • 611 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.