PWA
MSCI icon

Principia Wealth Advisory’s MSCI MSCI Stock Holding History

Principia Wealth Advisory’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 		$2.24K Hold
4
– – ﹤0.01% 559
2026
Q1 		$2.16K Hold
4
– – ﹤0.01% 498
2025
Q4 		$2.29K Buy
4
+1
+33% +$561 ﹤0.01% 424
2025
Q3 		$1.7K Sell
3
-8
-73% -$4.52K ﹤0.01% 475
2025
Q2 		$6.34K Buy
11
+1
+10% +$553 0.01% 208
2025
Q1 		$5.49K Buy
10
+8
+400% +$4.65K 0.01% 171
2024
Q4 		$1.2K Buy
+2
New +$1.2K ﹤0.01% 329

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Principia Wealth Advisory's MSCI Position: Q2 2026 in Review

Principia Wealth Advisory held its MSCI (MSCI) position steady in Q2 2026 at 4 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Principia Wealth Advisory first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.34K in Q2 2025. 1,082 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Principia Wealth Advisory held 4 shares of MSCI worth $2.24K as of Q2 2026.
  • Principia Wealth Advisory left its MSCI share count unchanged in Q2 2026.
  • MSCI made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #559 holding.
  • Principia Wealth Advisory first reported a position in MSCI in Q4 2024 and has held it in 7 quarters since.
  • Principia Wealth Advisory's MSCI position peaked at $6.34K in Q2 2025.
  • 1,082 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.