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Premier Path Wealth Partners’s MSCI MSCI Stock Holding History

Premier Path Wealth Partners’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 		$505K Buy
902
+133
+17% +$77.6K 0.06% 263
2026
Q1 		$415K Buy
769
+293
+62% +$165K 0.05% 299
2025
Q4 		$273K Buy
476
+88
+23% +$49.4K 0.04% 339
2025
Q3 		$220K Buy
388
+14
+4% +$7.91K 0.03% 376
2025
Q2 		$216K Buy
+374
New +$207K 0.03% 369

Other funds holding MSCI

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
AS
Aware Super Sydney, Australia $7.06B AUM
LPPI
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 20.5% 1-Year Est. Return

Premier Path Wealth Partners's MSCI Position: Q2 2026 in Review

Premier Path Wealth Partners increased its MSCI (MSCI) stake by 17% in Q2 2026, buying an estimated $77.6K and bringing the position to 902 shares worth $505K. The position accounts for 0.06% of the portfolio, ranked #263.

Premier Path Wealth Partners first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since. 365 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Premier Path Wealth Partners held 902 shares of MSCI worth $505K as of Q2 2026.
  • Premier Path Wealth Partners bought 133 MSCI shares in Q2 2026, an estimated $77.6K.
  • MSCI made up 0.06% of Premier Path Wealth Partners's portfolio in Q2 2026, its #263 holding.
  • Premier Path Wealth Partners first reported a position in MSCI in Q2 2025 and has held it in 5 quarters since.
  • 365 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.