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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
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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
BFS
Baskin Financial Services Toronto, Ontario, Canada $1.27B AUM 9.68% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Optivise Advisory Services's MSCI Position: Q2 2026 in Review

Optivise Advisory Services reduced its MSCI (MSCI) stake by 6.4% in Q2 2026, selling an estimated $16.3K and leaving 411 shares worth $230K. The position accounts for 0.12% of the portfolio, ranked #190.

Optivise Advisory Services first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $328K in Q2 2025. 273 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Optivise Advisory Services held 411 shares of MSCI worth $230K as of Q2 2026.
  • Optivise Advisory Services sold 28 MSCI shares in Q2 2026, an estimated $16.3K.
  • MSCI made up 0.12% of Optivise Advisory Services's portfolio in Q2 2026, its #190 holding.
  • Optivise Advisory Services first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • Optivise Advisory Services's MSCI position peaked at $328K in Q2 2025.
  • 273 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.