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Proficio Capital Partners’s MSCI MSCI Stock Holding History

Proficio Capital 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 		$375K Buy
+669
New +$390K 0.01% 423
2025
Q3 		– Sell
-396
Closed -$229K – 349
2025
Q2 		$229K Buy
+396
New +$219K 0.01% 386
2025
Q1 		– Sell
-350
Closed -$210K – 405
2024
Q4 		$210K Buy
+350
New +$210K 0.02% 339
2021
Q4 		– Sell
-504
Closed -$307K – 311
2021
Q3 		$307K Buy
504
+5
+1% +$3.06K 0.04% 207
2021
Q2 		$266K Buy
499
+11
+2% +$5.24K 0.03% 226
2021
Q1 		$205K Buy
488
+4
+0.8% +$1.68K 0.03% 259
2020
Q4 		$216K Buy
+484
New +$190K 0.03% 170
2019
Q3 		– Sell
-444
Closed -$106K – 999
2019
Q2 		$106K Buy
444
+35
+9% +$7.85K 0.04% 201
2019
Q1 		$81K Buy
409
+173
+73% +$30.1K 0.03% 233
2018
Q4 		$35K Hold
236
– – 0.02% 391
2018
Q3 		$42K Buy
236
+5
+2% +$868 0.01% 394
2018
Q2 		$38K Hold
231
– – 0.02% 427
2018
Q1 		$35K Hold
231
– – 0.01% 440
2017
Q4 		$29K Sell
231
-1
-0.4% -$125 0.01% 483
2017
Q3 		$27K Hold
232
– – 0.01% 523
2017
Q2 		$25K Buy
232
+3
+1% +$302 0.01% 545
2017
Q1 		$23K Buy
229
+191
+503% +$17.3K 0.01% 573
2016
Q4 		$3K Sell
38
-7
-16% -$564 ﹤0.01% 849
2016
Q3 		$4K Buy
45
+1
+2% +$85 ﹤0.01% 761
2016
Q2 		$4K Buy
44
+17
+63% +$1.29K ﹤0.01% 739
2016
Q1 		$2K Sell
27
-44
-62% -$3.04K ﹤0.01% 767
2015
Q4 		$5K Buy
+71
New +$4.75K ﹤0.01% 430

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

Proficio Capital Partners's MSCI Position: Q2 2026 in Review

Proficio Capital Partners opened a new position in MSCI (MSCI) in Q2 2026: 669 shares worth $375K. The stake represents 0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Proficio Capital Partners previously reported a position in MSCI as recently as Q2 2025.

Proficio Capital Partners first reported a position in MSCI in Q4 2015 and has held it in 22 quarters since. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • Proficio Capital Partners held 669 shares of MSCI worth $375K as of Q2 2026.
  • MSCI was a new Proficio Capital Partners position in Q2 2026.
  • MSCI made up 0.01% of Proficio Capital Partners's portfolio in Q2 2026, its #423 holding.
  • Proficio Capital Partners first reported a position in MSCI in Q4 2015 and has held it in 22 quarters since.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.