Physician Wealth Advisors
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Physician Wealth Advisors’s MSCI MSCI Stock Holding History

Physician Wealth 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
Q3 		$4.31K Sell
8
-16
-67% -$9.15K ﹤0.01% 1207
2026
Q2 		$13.4K Buy
24
+14
+140% +$8.17K ﹤0.01% 796
2026
Q1 		$5.39K Buy
10
+4
+67% +$2.26K ﹤0.01% 984
2025
Q4 		$3.44K Buy
6
+2
+50% +$1.12K ﹤0.01% 1088
2025
Q3 		$2.27K Buy
+4
New +$2.26K ﹤0.01% 1165
2025
Q1 		– Sell
-37
Closed -$22.2K – 1496
2024
Q4 		$22.2K Buy
+37
New +$22.2K ﹤0.01% 483

Other funds holding MSCI

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Markel Group
Markel Group Glen Allen, Virginia $12.8B AUM 8.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Physician Wealth Advisors's MSCI Position: Q3 2026 in Review

Physician Wealth Advisors reduced its MSCI (MSCI) stake by 67% in Q3 2026, selling an estimated $9.15K and leaving 8 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Physician Wealth Advisors first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.2K in Q4 2024. 334 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • Physician Wealth Advisors held 8 shares of MSCI worth $4.31K as of Q3 2026.
  • Physician Wealth Advisors sold 16 MSCI shares in Q3 2026, an estimated $9.15K.
  • MSCI made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1207 holding.
  • Physician Wealth Advisors first reported a position in MSCI in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's MSCI position peaked at $22.2K in Q4 2024.
  • 334 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.