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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
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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
MJRIC
Mogy Joel R Investment Counsel Beverly Hills, California $1.75B AUM 17.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Physician Wealth Advisors's MSCI Position: Q2 2026 in Review

Physician Wealth Advisors increased its MSCI (MSCI) stake by 140% in Q2 2026, buying an estimated $8.17K and bringing the position to 24 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Physician Wealth Advisors first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since. The position peaked at $22.2K in Q4 2024. 168 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Physician Wealth Advisors held 24 shares of MSCI worth $13.4K as of Q2 2026.
  • Physician Wealth Advisors bought 14 MSCI shares in Q2 2026, an estimated $8.17K.
  • MSCI made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #796 holding.
  • Physician Wealth Advisors first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since.
  • Physician Wealth Advisors's MSCI position peaked at $22.2K in Q4 2024.
  • 168 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.