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Pension & Wealth Management Advisors’s MSCI MSCI Stock Holding History

Pension & Wealth Management 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
Q2 		$8.4K Hold
15
– – ﹤0.01% 449
2026
Q1 		$8.09K Sell
15
-58
-79% -$32.7K ﹤0.01% 410
2025
Q4 		$41.9K Sell
73
-18
-20% -$10.1K 0.01% 318
2025
Q3 		$51.7K Sell
91
-8
-8% -$4.52K 0.02% 272
2025
Q2 		$57.1K Hold
99
– – 0.02% 259
2025
Q1 		$56K Buy
99
+16
+19% +$9.3K 0.02% 254
2024
Q4 		$49.8K Buy
83
+3
+4% +$1.8K 0.02% 263
2024
Q3 		$46.6K Hold
80
– – 0.02% 226
2024
Q2 		$38.5K Hold
80
– – 0.02% 223
2024
Q1 		$44.8K Hold
80
– – 0.03% 205
2023
Q4 		$45.3K Buy
+80
New +$41.3K 0.03% 186

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
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Pension & Wealth Management Advisors's MSCI Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its MSCI (MSCI) position steady in Q2 2026 at 15 shares worth $8.4K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Pension & Wealth Management Advisors first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.1K in Q2 2025. 1,016 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Pension & Wealth Management Advisors held 15 shares of MSCI worth $8.4K as of Q2 2026.
  • Pension & Wealth Management Advisors left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #449 holding.
  • Pension & Wealth Management Advisors first reported a position in MSCI in Q4 2023 and has held it in 11 quarters since.
  • Pension & Wealth Management Advisors's MSCI position peaked at $57.1K in Q2 2025.
  • 1,016 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.