Private Advisor Group’s MSCI MSCI Stock Holding History

Private Advisor Group’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
2022 Q1	–	Sell	-10,000	Closed	-$55K	–	2208
2021 Q4	$55K	Buy	10,000 +9,800	+4,900%	+$6.15M	﹤0.01%	2072
2021 Q3	$6K	Buy	+200	New	+$122K	﹤0.01%	2014

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

Private Advisor Group's MSCI Position: Q2 2026 in Review

Private Advisor Group sold out of MSCI (MSCI) in Q2 2026, closing a stake of 674 shares — an estimated $363K sold.

Private Advisor Group first reported a position in MSCI in Q4 2016 and held it in 36 quarters. The position peaked at $6.54M in Q3 2021. 1,084 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Private Advisor Group reported no remaining MSCI position as of Q2 2026 after selling out during the quarter.
Private Advisor Group sold 674 MSCI shares in Q2 2026, an estimated $363K.
Private Advisor Group first reported a position in MSCI in Q4 2016 and held it in 36 quarters.
Private Advisor Group's MSCI position peaked at $6.54M in Q3 2021.
1,084 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.