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R Squared’s MSCI MSCI Stock Holding History

R Squared’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
Q1 		$770K Buy
1,429
+679
+91% +$383K 0.42% 45
2025
Q4 		$430K Buy
+750
New +$421K 0.2% 146
2025
Q3 		– Sell
-1,888
Closed -$1.09M – 649
2025
Q2 		$1.09M Buy
1,888
+218
+13% +$121K 0.6% 38
2025
Q1 		$944K Buy
1,670
+1,050
+169% +$610K 1.01% 11
2024
Q4 		$372K Buy
+620
New +$372K 0.36% 48

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

R Squared's MSCI Position: Q1 2026 in Review

R Squared increased its MSCI (MSCI) stake by 91% in Q1 2026, buying an estimated $383K and bringing the position to 1,429 shares worth $770K. The position accounts for 0.42% of the portfolio, ranked #45.

R Squared first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2025. 1,056 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • R Squared held 1,429 shares of MSCI worth $770K as of Q1 2026.
  • R Squared bought 679 MSCI shares in Q1 2026, an estimated $383K.
  • MSCI made up 0.42% of R Squared's portfolio in Q1 2026, its #45 holding.
  • R Squared first reported a position in MSCI in Q4 2024 and has held it in 5 quarters since.
  • R Squared's MSCI position peaked at $1.09M in Q2 2025.
  • 1,056 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.