Plante Moran Financial Advisors’s MSCI MSCI Stock Holding History

Plante Moran Financial 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	$44.8K	Hold	80	–	–	﹤0.01%	369
2026 Q1	$43.1K	Hold	80	–	–	﹤0.01%	335
2025 Q4	$45.9K	Hold	80	–	–	﹤0.01%	339
2025 Q3	$45.4K	Hold	80	–	–	﹤0.01%	353
2025 Q2	$46.1K	Hold	80	–	–	﹤0.01%	349
2025 Q1	$45.2K	Hold	80	–	–	﹤0.01%	356
2024 Q4	$48K	Hold	80	–	–	﹤0.01%	354
2024 Q3	$46.6K	Hold	80	–	–	﹤0.01%	397
2024 Q2	$38.5K	Hold	80	–	–	﹤0.01%	380
2024 Q1	$44.8K	Buy	+80	New	+$45K	﹤0.01%	369
2022 Q3	–	Sell	-12	Closed	-$5K	–	997
2022 Q2	$5K	Buy	+12	New	+$5.22K	﹤0.01%	718
2022 Q1	–	Sell	-29	Closed	-$18K	–	931
2021 Q4	$18K	Buy	+29	New	+$18.2K	﹤0.01%	586
2021 Q1	–	Sell	-5	Closed	-$2K	–	1078
2020 Q4	$2K	Buy	+5	New	+$1.96K	﹤0.01%	786

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Plante Moran Financial Advisors's MSCI Position: Q2 2026 in Review

Plante Moran Financial Advisors held its MSCI (MSCI) position steady in Q2 2026 at 80 shares worth $44.8K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Plante Moran Financial Advisors first reported a position in MSCI in Q4 2020 and has held it in 13 quarters since. The position peaked at $48K in Q4 2024. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Plante Moran Financial Advisors held 80 shares of MSCI worth $44.8K as of Q2 2026.
Plante Moran Financial Advisors left its MSCI share count unchanged in Q2 2026.
MSCI made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #369 holding.
Plante Moran Financial Advisors first reported a position in MSCI in Q4 2020 and has held it in 13 quarters since.
Plante Moran Financial Advisors's MSCI position peaked at $48K in Q4 2024.
1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.