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Personal CFO Solutions’s MSCI MSCI Stock Holding History

Personal CFO Solutions’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 		$940K Sell
1,744
-279
-14% -$157K 0.13% 136
2025
Q4 		$1.16M Sell
2,023
-106
-5% -$59.5K 0.18% 100
2025
Q3 		$1.21M Sell
2,129
-24
-1% -$13.6K 0.21% 90
2025
Q2 		$1.24M Sell
2,153
-14
-0.6% -$7.75K 0.23% 85
2025
Q1 		$1.23M Sell
2,167
-333
-13% -$194K 0.25% 80
2024
Q4 		$1.5M Sell
2,500
-21
-0.8% -$12.6K 0.3% 63
2024
Q3 		$1.47M Buy
2,521
+609
+32% +$330K 0.21% 89
2024
Q2 		$921K Buy
1,912
+1,390
+266% +$690K 0.14% 138
2024
Q1 		$293K Buy
522
+2
+0.4% +$1.12K 0.05% 403
2023
Q4 		$294K Buy
520
+5
+1% +$2.58K 0.05% 379
2023
Q3 		$264K Buy
+515
New +$271K 0.05% 354
2023
Q2 		– Sell
-473
Closed -$265K – 493
2023
Q1 		$265K Buy
473
+24
+5% +$12.7K 0.05% 351
2022
Q4 		$209K Sell
449
-31
-6% -$14.4K 0.04% 411
2022
Q3 		$202K Buy
+480
New +$220K 0.05% 372
2022
Q2 		– Sell
-452
Closed -$227K – 476
2022
Q1 		$227K Sell
452
-758
-63% -$393K 0.04% 408
2021
Q4 		$741K Buy
1,210
+20
+2% +$12.5K 0.14% 141
2021
Q3 		$724K Buy
1,190
+17
+1% +$10.4K 0.15% 139
2021
Q2 		$625K Sell
1,173
-119
-9% -$56.7K 0.13% 156
2021
Q1 		$542K Sell
1,292
-147
-10% -$61.8K 0.12% 157
2020
Q4 		$643K Buy
1,439
+217
+18% +$85.1K 0.16% 120
2020
Q3 		$0 Sell
1,222
-690
-36% -$250K ﹤0.01% 264
2020
Q2 		$638K Sell
1,912
-46
-2% -$14.9K 0.19% 104
2020
Q1 		$566K Sell
1,958
-125
-6% -$35.4K 0.2% 105
2019
Q4 		$536K Sell
2,083
-196
-9% -$47.8K 0.15% 140
2019
Q3 		$498K Buy
+2,279
New +$528K 0.2% 123

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

Personal CFO Solutions's MSCI Position: Q1 2026 in Review

Personal CFO Solutions reduced its MSCI (MSCI) stake by 14% in Q1 2026, selling an estimated $157K and leaving 1,744 shares worth $940K. The position accounts for 0.13% of the portfolio, ranked #136.

Personal CFO Solutions first reported a position in MSCI in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.5M in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • Personal CFO Solutions held 1,744 shares of MSCI worth $940K as of Q1 2026.
  • Personal CFO Solutions sold 279 MSCI shares in Q1 2026, an estimated $157K.
  • MSCI made up 0.13% of Personal CFO Solutions's portfolio in Q1 2026, its #136 holding.
  • Personal CFO Solutions first reported a position in MSCI in Q3 2019 and has held it in 25 quarters since.
  • Personal CFO Solutions's MSCI position peaked at $1.5M in Q4 2024.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.